FCA verified
24th April 2017

2plan wealth management - Darren Pickersgill

Independent Financial Adviser JUSTFIELD HURST, SCHOLES, West Yorkshire, BD19 6NG
Focussed, personal, honest and simple to understand financial planning in Yorkshire
We can advise you on
    • Equity release
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Estate planning
    • Wealth management
    • Long term care
    • Commercial mortgages
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
Meet our advisers
adviser-person
Darren Pickersgill DipPFS Certs CII (MP & ER)
Independent Financial Adviser
Where to find us
About us

25 years experience advising wide variety of clients. I provide a comprehensive, personal, professional service, offering advice on areas such as Inheritance Tax, Retirement Planning, Saving and Investing, Protection planning and Equity Release. I work on a fee basis for investments and pension work and fee/commission basis for protection areas, to suit you and the 1st meeting is without cost or obligation.
I can also work on Skype/facetime if you are out of the area.

Our services

Listens to clients' needs, portfolio planning, ongoing review service, use of technology.
Empathetic with all clients and Age UK verified.
2plan wealth management investment adviser of the year for 2015 and 2016

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk) under reference 461598.

Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ.

Registered in England Number: 05998270

The FCA does not regulate tax planning

Buy to Let mortgages and commercial mortgages are not regulated by the Financial Conduct Authority. Equity Release: This is a Lifetime Mortgage. To understand the features and risks, please ask for a personalised illustration.

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