FCA verified
24th April 2017

2plan wealth management Ltd

Independent Financial Adviser Windmill Court, Motherwell, Lanarkshire, ML1 1XD
We specialise in providing financial advice, understanding your needs and developing innovative financial planning solutions.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • First time buyers
    • Flexible
    • Remortgage
    • Residential
    • Right to buy
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
adviser-person
Kevin Campbell
Independent Financial Adviser
Where to find us
About us

Local financial planning and wealth managment firm based in Motherwell, offering highly personalised financial planning and investment advice.

Wealth management that is understandable, engaging, inspiring and interactive to help you achieve your financial goals.

We will always explain your options in a straightforward manner to help you make the right informed choices. Providing ongoing service, advice, and regular reviews, is just as important to us, in making sure you receive the best possible service.

If you would like to arrange a no obligation review please contact me on , or email

Our services

Specialise in individual face to face advice to help you achieve your financial goals. As independent financial advisers we can provide advice on investments, retirement planning, financial protection, mortgages and re-mortgages. We pride ourselves on working closely with our clients to develop long-lasting professional and trusted relationships.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk) under reference 461598.

Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ.

Similar advisers near you

Independent Financial Adviser 3.99 mi
Create a plan for your retirement. We are pension and investment specialists.
 
Independent Financial Adviser 6.47 mi
We will provide an initial review meeting either in your own home or in our office at our own expense.
 
Independent Financial Adviser 10.79 mi
At R&G we pride ourselves in providing friendly service, approachable staff, professional advice, honesty, integrity and independent advice.
 
Independent Financial Adviser 11.6 mi
Glasgow's expert pension advice specialist. Get in touch to discuss your requirements confidentially.