What our clients say
On my husbands death l felt l needed to sort out my finances as keeping a home going on one income is very expensive , and l didn't have very much in pension income , but quite a lot in savings which were not earning very much for me . I was reccomended to Andy by two friends and sought his advice. he advised me to invest my money in a much sounder way . I have been very pleased with my investments which have given me peace of mind in my later years . I now face the future with the knowledge that my money is as safe as it can be and l have access to it when l need to top up my income .
We recently consulted Andy for advice regarding our re-mortgage and also tips re insurance and ways to pay off our mortgage earlier. Andy gave us the required advice and pointed us in the correct direction to achieve all our goals re mortgage and insurance requirements. Andy gave us the required advice and pointed us in the correct direction to achieve all our goals re mortgage and insurance requirements. Can`t really think of anything Andy could have done better for us.Both me and my partner recommend him highly.A really nice professional and knowledgeable advisor.
I needed someone to look after my pension and also to sort out critical illnes cover etc.He listened carefully to what I had to say and came up with various options that suited my circumstances. Once I made a decision he organised everything very quickly & efficiently. He has also organised quite a few mortgages for me, all of which have been dealt with extremely professionally & speedily. Yes, I'm happy with my pension and all the mortgage deals gave been great. I'm not sure that there is anything Andy could have done better, I'm really happy with everything
Required a clear, qualified, understanding of all options available. Andy provided clear; concise and trusted advice on all options available and considered affordability. This advice led to Andy providing various insurance and protection options allowing myself to select the appropriate policy for my needs. The outcome helped me to consolidate the various policies I had.
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.