2plan wealth management Limited
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- SIPPs
- Stakeholder
-
Mortgages
- 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
-
Financial planning
- Wealth management
-
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
-
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
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Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
-
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
-
Business
- 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
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Long Term Care
- Long term care
428 Preston Old Road, Lancashire, Blackburn, BB2 5LP
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.
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