2Plan Wealth Management Limited

Independent ICENI Wealth Management, 2nd Floor, 61 Abbeygate Street, Bury St Edmunds, Suffolk, IP33 1LB

28th October 2019

We provide professional independent financial advice to enhance your assets and build long term relationships based on trust, respect & integrity.

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Bad credit
- Building your home
- Buy to let
- Buying commercial property
- Buying first home
- Buying overseas
- Equity release
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Expatriate finances
- EEA
- Rest of world
Business
- Commercial mortgages
- Employee benefits
- Group pensions
- Group protection
Sharia finance
- Sharia finance
Long Term Care
- Long term care

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Meet our advisers

Nigel Davis-Smith DipCII

Partner

Andrew Ross DipCII, DipFSM

Partner

Where to find us

ICENI Wealth Management, 2nd Floor, 61 Abbeygate Street, Bury St Edmunds, Suffolk, IP33 1LB

About us

We provide Independent Financial Advice in all areas of financial planning, offering great service and expertise to clients in Bury St Edmunds, Ipswich, Norwich and throughout East Anglia! ICENI Wealth Management is a partnership between Nigel Davis-Smith & Andrew Ross, between the two of us we have over 33 years of experience within the industry spent giving advice within a top FTSE 100 company.

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Bad credit
- Building your home
- Buy to let
- Buying commercial property
- Buying first home
- Buying overseas
- Equity release
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Expatriate finances
- EEA
- Rest of world
Business
- Commercial mortgages
- Employee benefits
- Group pensions
- Group protection
Sharia finance
- Sharia finance
Long Term Care
- Long term care

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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