2plan wealth management Ltd

Independent Financial Adviser Heron Tower, 110 Bishopsgate, London, EC2N 4AD
FCA verified
10th December 2018
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Buy to let
    • First time buyers
    • Flexible
    • Overseas
    • Remortgage
    • Residential
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
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
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000

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We provide consultancy, advice, management and administration of personal financial planning and employee benefits in London and across the UK.