FCA verified
16th October 2017

2plan Wealth Management Ltd

Independent Financial Adviser 7 Hillswood Drive, Endon, Staffordshire, Stoke-On-Trent, ST9 9BL
Detailed review of your investments and pensions to ensure you are getting the best deal on offer without initial cost.
We can advise you on
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Long term care
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Sharia finance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • EEA
    • Stockbroking services
Meet our advisers
adviser-person
Jason Gregory
Independent Financial Adviser
Where to find us
About us

Fully qualified Independent Financial Adviser with over 20 years of experience offering friendly impartial advice for individuals and corporate clients.

I am part of 2plan wealth management which is a national advisory firm consisting of Independent Financial Advisers and mortgage and protection specialists.

Being independent is part of what makes me different. It’s the reason I am free to advise you about products from the entire financial marketplace. I don’t act on behalf of any bank or insurance company. So my recommendations are solely about what’s right for you.

Working with 2plan also allows me to offer you all the benefits of a bigger organisation, such as the latest technology, greater financial strength, and the reassurance of a team of experts helping me to get things right first time, without restriction, to enable me to help make and save you money both now and in the future.

For a conversation about your financial plans, or any concerns you have regarding your current investments or pensions, why not get in touch today at no cost to yourself and no obligation to take things forward with 2plan wealth management.

Our services

Our guiding principles:

• Best advice - providing you with products and services suitable for your needs
• Great service - prompt, reliable, friendly, always centred around you
• Clear, open communication - so you always know where you stand
• Good information - honest and accurate, timely and relevant
• Continual improvement - enhancing and updating our service to you
• Quality control - identifying failings and putting them right
• Checking and monitoring - reviewing information, tracking progress

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services 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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