Alastair McCarey

Independent Financial Adviser 2 Newburgh Close, Daresbury View, Runcorn, WA7 6NJ
First meeting at adviser's own cost
Response rating
10/10
FCA verified
10th December 2018
Being independent, I do not act on behalf of any product provider.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Buy to let
    • First time buyers
    • Flexible
    • Remortgage
    • Residential
    • Right to buy
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Estate planning
    • Group life insurance
    • Group protection
Meet our advisers
Alastair McCarey
What our clients say
I inherited my husband's estate when he passed away. They were mostly cash assets and I was at a loss in managing my inheritance. As I was still working and had a steady income I did not need to use my inheritance. The bank rates were sliding downward rapidly, Alastair helped me to invest my assets in stocks and shares and cash and equity ISAs. He has given me some sound advice and invested my inheritance wisely to maximise my returns. I am happy with the service Alastair provides. He is very experienced, knowledgeable and approachable. He is very patient and explains terms and jargons I find confusing at times, He is very professional and continues reviewing my attitude to risk as my circumstances change. He contantly reviews my investments in order to help maximise my returns. I hope he will continue to maintain his high standard in achieving my investment goals.
Angela, Cheshire
Following my retirement I was paid a significant lump sum as part of my works pension. Subsequently my father died and further money became available as part of a Will Trust. Alastair gave excellent advice on both occasions covering all angles, some of which I had never even contemplated. He was very considerate and never pushed for a sale, giving me plenty of time to make a decision. Any further questions I had were answered promptly with easy to understand explanations for which I was very grateful and assisted with my final decisions. Both investments have exceeded my expectations especially in the current volatile environment. Alastair made me very aware that investments were not guaranteed prior to me making any decisions. I am delighted with the progress the investments have made and would recommend Alastair's advice to anyone. He covered every aspect of the financial world and more importantly made sure I understood every aspect of it.
Graham, Cheshire
When we got married and acquired our 1st mortgage, we met Alastair for advice on how best to structure our individual financial situations, particularly with a view to savings and products available. Alastair is a very considerate and friendly person, who takes the time to listen and understand your needs (and worries), and will explain details in common-sense terms. He has always taken our views and concerns into consideration, and with his considerable knowledge of financial products has always offered advice and access to products to suit - nothing forced, just services based on our wants. He is always available for help, and regularly visits us to review the overall situation regardless of where we have lived. When products and personal situations change, he has helped to move things around. We have used Alastair for the best part of 30 years, and hopefully will continue for many more. We have a number of investment packages that he recommended to us, and are very happy with. Likewise, I have had a number of different employers over the years, and Alastair has advised on pension products (which to leave, which to transfer, additional contributions, etc.) which have been vital in setting me up for the future.
Paul and Lynne, Yorkshire
Many years ago, I wanted to be proactive in saving and planning my financial future. Alastair suggested a savings/investment plan that I still have today. Over the years he has helped both myself and my wife navigate some financial choices and has been invaluable in helping us choose the right mortgage product, pension and investment plans, as well as insurance products such as critical illness cover. Without Alastair's guidance we would not have the portfolio we have today and be in the position of having additional income opportunities beyond retirement. Alastair always helps us keep a cool head during recent global financial ups and downs!. I have known him for over 30 years and he has always operated with the highest integrity, professionalism and competence. He has gone above and beyond several times and helped both myself and my wife when we needed it. We trust him absolutely. Over the years Alastair has worked for different providers, but we have always stayed with him as he takes the time to understand our true needs and has never tried to 'sell' anything. Highly recommended.
Noel, Flintshire
Where to find us

2 Newburgh Close, Daresbury View, Runcorn, WA7 6NJ

Contact us
About us

In the ever changing world of personal finance, it is important to have the services of an experienced financial adviser. Planning financial matters can be complicated in this day and age with thousands of products available, not to mention confusing terminology and legislation changes. With over 30 years of experience serving existing clients, their families and businesses, we are in a strong position to help you plan and reach your short, medium and long term financial goals.

Our services

We are here to help you realise your ambitions when it comes to financial matters, and make your money work for you. We can also help research and clarify the huge range of products available to you. Our services include advice on:

•Investing your money wisely
•Protection and insurance
•Medium to long-term savings
•Retirement planning advice
•Inheritance Tax planning
•Finding you a mortgage to fit your needs

Modern technology helps us to streamline our business, meaning you get information more quickly and you have the peace of mind that you have a strong and experienced team working with you.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
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.

Registered in England Number: 05998270

Tax planning is not regulated by the FCA.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP PAYMENTS ON YOUR MORTGAGE.

Similar advisers near you

Financial Adviser (Restricted Whole of Market) 0.84 mi
Call now on or to book a convenient meeting time with Adrian.......
 
Independent Financial Adviser 2.92 mi
An independent firm specialising in pensions advice and solutions.
 
Financial Adviser (Restricted Whole of Market) 2.92 mi
We specialise in Final Salary and Defined Benefit pension advice, personal pension advice and whole of market mortgage advice.
 
Financial Adviser (Restricted Whole of Market) 3.72 mi
Specialist in Investment, Retirement, Protection and Tax Planning advice focusing on bespoke solutions to achieve your financial goals.