2plan wealth management (Grosvenor IFA)

Independent Financial Adviser The Barn Hallgate Road, Spalding, PE12 0LN
FCA verified
9th December 2019
18+ years experience and specialising in home visits at a time and place to suit you.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Group Protection/Life Insurance
Meet our advisers
adviser-person
Philip James
Independent Financial Adviser
Where to find us

The Barn Hallgate Road, Spalding, PE12 0LN

About us

Home based with flexible appointments available

Advice methods
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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