2plan Wealth Management Limited
Initial consultation free
Independent
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
Clients
helped
< 10helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£500k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Jason Tse
Contact us
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
Legal information
While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries.To check that an adviser is regulated, you can contact the relevant regulatory or professional body .
Access to and use of this online directory is subject to unbiased.co.uk website terms and conditions and privacy policy .