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  11. 2plan Wealth Management Limited

2plan Wealth Management Limited

Independent Financial Adviser  Po box 2474, Woodford Green, IG8 1FA
Chartered Financial Planner offering independent financial advice to individuals, business owners and families to help optimise your financial decisions and manage your wealth.
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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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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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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Corporate pension
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Employee benefits
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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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Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
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FCA authorised
Last authorised 20th June 2022
Meet our advisers
Jason Tse
About us

As a registered individual of the 2plan wealth management ltd network, you would also benefit from the scale of a larger advice company's resources and some industry leading valuation and communication tools for clients.

2plan Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (<url hidden> ) under reference 461598.

Our services

- holistic financial planning taking into account your whole financial profile to optimise your planning
- intergenerational family financial planning - making sure your decisions work well for you and your decendents
- values based investing - incorporating your ethical, social and environmental concerns into your investment and product choices.
- tax mitigation - looking at helping to pay only the tax you ought to through use of allowances and tax relieved products
- at and post retirement income planning - ensuring you optimise your income once you stop or reduce your working days.

Where to find us
Head office address: po box 2474, Woodford Green, IG8 1FA
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£501,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of your capital and income from investments can go down as well as up and you may not get back the original amount you invested.

2plan wealth management ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (<url hidden> ) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England Number: 05998270

Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
check
FCA authorised
Last authorised 20th June 2022

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