A local friendly practice offering clear face-to-face advice and solutions in a confused market place. We always offer a free Initial Meeting with no obligation, and pride ourselves on the number of recommendations we receive from our very satisfied clients. With 24 years experience giving financial advice to individual & corporate clients we know that every clients needs vary; so we offer a bespoke range of services to suit your requirements from Retirement Planning, Workplace Pensions, Savings, Investments, Protection, Inheritance Tax Planning and Mortgages. With our friendly approach we hope to build long-term relationships and offer ongoing services and support.
As Independent Financial Advisers, we will ensure you find the best solution and will provide you with clear, transparent expert advice on your options to both individual and corporate clients.
2Plan Wealth Management, First Floor 21 Chapeltown, Pudsey, West Yorkshire, LS28 7RZ
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