Response rating
7.0/10
FCA verified
20th March 2017

2plan wealth management - Darren Pickersgill

Independent Financial Adviser JUSTFIELD HURST, SCHOLES, West Yorkshire, BD19 6NG
First meeting at adviser's own cost
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
Darren Pickersgill DipPFS Certs CII (MP & ER)
Independent Financial Adviser
What our clients say
I have recommended Darren to several of my clients and he has been extremely helpful to them. As he works independently I can trust him to offer them the best advice. He has also offered his expertise to my colleagues which has benefitted them. I will continue to make use of Darren`s services.
Denise Ackroyd, West Yorkshire
Darren has been an expert source of professional advice which has been invaluable in helping my wife and I make best use of available funds and plan effectively for our future. He has taken time to get to know us, fully understand our needs and provide recommendations based on his experience supported by thorough research of the market. In addition to his professional expertise Darren is always very personable and engaging - able to explain and simplify where appropriate - and makes himself available to suit our schedules
Alan McAvan, West Yorkshire
Darren was extremely patient, explaining everything thoroughly to ensure I fully understood. I was really impressed with his professionalism especially as we know each other already. I was made to feel at ease straight away and this is a real talent when discussing potentially sensitive subjects. Darren went out of his way to check the whole market for the best deal for my life cover and saved me money even though the cover has been increased to the amount it should be. Bravo Darren
Joanna Flynn, Brighouse, West Yorkshire
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
Special offers
Choose an Unbiased exclusive special offer:
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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