Response rating
7.0/10
FCA verified
24th April 2017

Alastair McCarey

Independent Financial Adviser 2 Newburgh Close,, Daresbury View,, Runcorn,, WA7 6NJ
First meeting at adviser's own cost
Being independent, I do not act on behalf of any product provider. T: M: E:
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
Where to find 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
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£20,000
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.

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.......
 
Financial Adviser (Restricted Whole of Market) 3.72 mi
Tel:O7729,552368 Specialist in Investment, Retirement, Protection and Tax Planning advice focusing on bespoke solutions to achieve your financial goals.
 
Independent Financial Adviser 7.95 mi
Jargon free experts providing truly independent financial advice. . Final salary specialists.
 
Independent Financial Adviser 8.7 mi
Keeping a watchful eye on the world markets, to help your money grow.