2plan wealth management Ltd

Independent Financial Adviser  Windmill Court, Motherwell, Lanarkshire, ML1 1XD
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FCA authorised
Last authorised 10th February 2020
We specialise in providing financial advice, understanding your needs and developing innovative financial planning solutions.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buying first home
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Flexible mortgages
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
Meet our advisers
Kevin Campbell
Independent Financial Adviser
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 <phone number hidden>, or email <email address hidden>

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
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Windmill Court, Motherwell, Lanarkshire, ML1 1XD

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