2Plan Wealth Management Limited

Independent Financial Adviser ICENI Wealth Management, 2nd Floor, 61 Abbeygate Street, Bury St Edmunds, Suffolk, IP33 1LB
FCA verified
17th June 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
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Andrew Ross DipCII, DipFSM
Nigel Davis-Smith DipCII
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.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

Your home may be repossessed if you do not keep up repayments on your mortgage.
Andrew Ross DipCII, CeFA,CeMAP
Independent Financial Adviser at Iceni Wealth Management

Iceni Wealth Management is a trading name of 2plan Wealth Management Ltd. 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 .VAT Registered: 107831677

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