2plan wealth management

Independent 16 Ridge Close, Clanfield, Hampshire, PO8 0NW
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
11th November 2019
Our focus is on the provision of independent advice covering investments, pensions, savings, estate planning and protection for private investors, charities and businesses.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • Mortgage protection
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
Keith Madeley
What our clients say
I have been a client of Keith for over 15 years. Throughout that time he has offered sensible advice, which is always in the best interests of my portfolio. Throughout this time, my assets has grown steadily, with cumulative results which are well above inflation. Keith is truly independent and suggests ideas from a wide spectrum of products. But he will also suggest "do nothing" if that is in my best interest. Thanks for everything Keith
Mr Phil M, Portsmouth, Hampshire
Just want to say how much your help, guidance and advise over the years have meant to me. I really can't thank you enough for all you have done and for all of your time.
Mrs Wendy B, Portchester, Hampshire
I am very grateful to you for your advice regarding my late father's estate. We had previously been advised that we did not qualify to transfer the unused nil rate band arising from my mother's death. You pointed out that this was incorrect and that we should benefit from this allowance. I went back to HMRC and put this to them. I am pleased to report that HMRC accepted this and refunded over £100,000 of IHT to us.
Mr Martin S, Chiswick, London
We already had a Financial Adviser, however we had become disenchanted with the quality of service we were getting. Not to put too fine a point on it, it seemed that our loyalty was being taken for granted. We therefore invited Keith Madeley to review our financial portfolio. His approach was to scrutinise our existing arrangements and make no changes unless there was an obvious potential for improvement. The result was very little immediate change other than fine tuning. We felt confident that we had made the correct decision. Needless to say, our portfolio has strengthened and evolved substantially. We have never doubted that he has our best interests at heart. He has the ability to explain quite complicated (to us) financial concepts in layman's terms and possesses first rate communication skills. Keith Madeley is an accomplished Financial Adviser and, when we have met them, it is clear that he is also much respected by his colleagues. We trust his judgement and believe his integrity to be impeccable. Our portfolio is quite large, and growing, and obviously at times, we must review our own situation vis-à-vis the advice we are getting and the adviser we are using. Nothing has indicated that we are getting anything other than soundly based and entirely professional advice and we therefore have no hesitation in recommending Keith Madeley as a highly competent and effective Independent Financial Adviser.
Mr Arthur & Mrs Pam F, Winchester, Hampshire
Keith Madeley has been the Financial Adviser for my wife and me for over 10 years. He has subsequently assumed the role for our 2 independent children particularly in providing them with investment and savings advice following the death of their grandmother for whom he also monitored her financial portfolio. Despite him being located some distance from our family members he has always been willing to visit personally, arriving well prepared with up to date valuations and proposals for changes and additions to our portfolio. Over the years he has provided solid advice as regards tax efficiency, growth and income as our requirements have changed. He helped and provided encouragement in obtaining probate following the death of my mother as well as organising the release of assets from the various financial organisations involved. He advised on matters of inheritance tax mitigation both on her estate and in our own family circumstances. Keith is a personable man who has become a professional family friend.
Dr Martin & Mrs Jennifer W, Dorchester, Dorset
Where to find us

16 Ridge Close, Clanfield, Hampshire, PO8 0NW

Make an enquiry
About us

Our office is based in Clanfield, Hampshire and we deal with clients throughout the UK. Our team have all worked within financial services for around 30 years and we bring a huge amount of experience to benefit our clients.

We provide advice across a wide range of services including investments, pensions, savings, estate planning and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and implementing tailored financial plans to address those needs.

Our services

Successful financial planning is about making the right decisions now and is a constant process of monitoring, updating and adapting. Your needs will change as you progress through life.

We help our clients create, protect and preserve multi-generational wealth. We achieve results by providing comprehensive wealth management solutions, by delivering services as a team and becoming specialists on the complex needs of our clients.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000