2plan Wealth Management Ltd
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Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & retirement planning
- Pensions review
- Pensions transfer
-
Mortgages
- Building your home
- Buy to let
- Buying first home
- Equity release
- Flexible mortgages
- High loan to value
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
-
Financial planning
- Wealth management
-
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Unit trusts
-
Savings
- Lump sum
- Regular savings
- Savings for children
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
-
Business
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group life insurance
- Group private medical insurance
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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