2plan wealth management Ltd

Independent Financial Adviser Windmill Court, Motherwell, Lanarkshire, ML1 1XD
FCA verified
19th August 2019
We specialise in providing financial advice, understanding your needs and developing innovative financial planning solutions.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buying first home
    • Flexible mortgages
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
Meet our advisers
adviser-person
Kevin Campbell
Independent Financial Adviser
Where to find us

Windmill Court, Motherwell, Lanarkshire, ML1 1XD

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.

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
£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.

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