2plan wealth management Ltd

Independent Financial Adviser 19 Waterside Avenue, Newton Mearns, East Renfrewshire, Glasgow, G77 6TJ
First meeting at adviser's own cost
Response rating
9.5/10
FCA verified
10th December 2018
We help clients create, protect and preserve multi-generational wealth by providing comprehensive solutions with expert service delivery.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
Meet our advisers
Martin Shades DipPFS Certs CII(MP & ER)
Independent Financial Adviser
What our clients say
Martin explains everything very clearly and in terms to suit us. He is happy to take time to ensure we understand
Norven, East Renfrewshire
Preparation, Martin has always turned up at the time he says with complete knowledge of my financial requirements and I have found his advice to be sensible, easy to understand and profitable. All my questions have been fully answered in language both myself and my wife can understand.
Gavin, Dunbartonshire
Prompt communication, Thorough explanations
Ros, Renfrewshire
Where to find us

19 Waterside Avenue, Newton Mearns, East Renfrewshire, Glasgow, G77 6TJ

Contact us
About us

At 2plan wealth management Ltd we pride ourselves in offering professional financial advice and strive to provide our clients with financial security and peace-of-mind.

Once we've developed an understanding of what you're looking to achieve we'll propose a plan to achieve your goals. This can be one-off advice or involve working together to develop and implement a financial plan that will enable you to realise these ambitions.

As Professional Financial Advisers we aren't tied to any particular products or providers so are free to select products and services from all the different providers. Plus, thanks to the Retail Distribution Review legislation, there are no commission payments on investment and savings so you can rest assured that whatever we suggest we have your best interests at heart.

We appreciate that financial planning is complex. While we don't have a crystal ball we have experience and expertise and will strive to ensure that your finances are as future proof as possible

Our services

Successful financial planning is about making the right decisions now and is a constant process of monitoring, updating and adapting. Your needs will change as you progress through life.
We help our clients create, protect and preserve multi-generational wealth. We achieve results by providing comprehensive wealth management solutions, by delivering services as a team and becoming specialists on the complex needs of our clients.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Compliance

2plan wealth management Ltd are authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk) under reference 461598.
Tax planning is not regulated by the FCA.

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