2plan wealth management Ltd

Independent Financial Adviser Heron Tower, 110 Bishopsgate, London, EC2N 4AD
FCA verified
2nd December 2019
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Buy to let
    • Buying first home
    • Buying overseas
    • Flexible mortgages
    • Next home / Remortgaging
    • 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
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
Meet our advisers
adviser-person
David Munton
Certified Financial Planner
Where to find us

Heron Tower, 110 Bishopsgate, London, EC2N 4AD

About us

David Munton, a graduate from Birmingham University, has practiced within Financial Services for over 15 years, starting his advisory career in 1996 with City Financial Partners and becoming an Independent Financial Adviser in July 1999 with The Rayburn Group. He achieved the qualification of Certified Financial Planner in August 2007.

He works with a cross section of clients from individuals and families who wish to make the most of their capital and stay financially organised; to small and medium size businesses wishing to focus on their company pensions and benefit strategies.

Advice methods
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000

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