2Plan Wealth Management
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
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Financial planning
- Wealth management
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Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
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Savings
- Lump sum
- Regular savings
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
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Business
- Commercial mortgages
- Employee benefits
- Group pensions
- Group protection
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Long Term Care
- Long term care
33 The Hall Coppice, Egerton, Bolton, Lancs, BL7 9UE
Since formation in 2007 2plan has become one of the fastest growing* independent adviser firms in the U.K. I have access to the centralised head office in Leeds which provides the highest quality of dedicated administration, technology and regulatory support-incorporating a specialist financial planning services team headed up by a Chartered financial planner. * Matrix Data research for Incisive Media Nov2009.
2plan are regulated by the Financial Conduct Authority (F.C.A.) and provide regular training and technical updates. We benefit from our own dedicated in house technology support systems which have recieved industry accolade to simplify our core business processes.
Our focus is is on the provision of independant wealth management services for private investors and businesses throughout the U.K.
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