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  11. 2Plan Wealth Management Limited

2Plan Wealth Management Limited

Independent Financial Adviser  ICENI Wealth Management, Bury St Edmunds, IP33 1LB
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FCA authorised
Last authorised 20th June 2022
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Sharia finance
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Long term care
Meet our advisers
MR Andrew Ross DipCII, DipFSM
Partner
MR Nigel Davis-Smith DipCII
Partner
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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

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

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