2plan wealth management Limited

Independent Financial Adviser 428 Preston Old Road, Lancashire, Blackburn, BB2 5LP
FCA verified
2nd December 2019
Over 25yrs financial services experience, I pride myself on professional and friendly financial planning advice to all clients.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Bad credit
    • Building your home
    • Buy to let
    • 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
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group ISA
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Group risk
    • Long term care
Meet our advisers
adviser-person
Ralph Scholey
Independent Financial Adviser
Where to find us

428 Preston Old Road, Lancashire, Blackburn, BB2 5LP

About us

As an Independent Financial Adviser I am part of 2plan Wealth Management Ltd, a national firm of fully independent whole of market advisers. 2plan is authorised and regulated by the Financial Conduct Authority. 2plan provides structure and complete compliance and technology support and services. The latest technology services equips us to provide enhanced services to clients, build professional business relationships and ensure full transparency and fair treatment to individual and corporate clients alike.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£0

Similar advisers near you

Independent Financial Adviser 2.19 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
Independent Financial Adviser 2.59 mi
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
 
Independent Financial Adviser 3.31 mi
Banks Wealth Management Advisers are highly qualified but plain speaking and will help you understand your own financial goals.
 
Restricted - whole of market 3.45 mi
"If you are looking for straightforward Pension or Mortgage advice from a highly experienced professional, I would definitely recommend Gary