2plan Wealth Management Ltd
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Financial planning
- Wealth management
-
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
-
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Unit trusts
-
Mortgages
- Buy to let
- Equity release
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
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Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & retirement planning
- Pensions review
- Pensions transfer
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Savings
- Lump sum
- Regular savings
- Savings for children
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Business
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
17 Gleneagles Drive, Newton Mearns, East Renfrewshire, Glasgow, G77 5UA
2plan wealth management is one of the leading and largest nationwide IFA firms in the UK, providing professional independent (whole of market) financial advice with high quality service and support.
Our philosophy is always to ensure that the client experience is paramount, which means our advisers pride themselves on building trusted and lasting long-term relationships
Using innovative technology to support both advisers and clients, we provide an extensive range of wealth management, retirement, investment, mortgage, protection and financial planning services.
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