I regard financial planning as a journey to help you achieve your goals. My focus is not on working through as many clients as possible but rather on providing a service that is tailored to each individual to make them feel that their needs have been listened to whilst at the same time giving them the best chance to achieve both their short and longer term financial goals.
I aim to provide a service that is both professional and friendly which allows clients to feel both relaxed and secure knowing they are in safe hands with an adviser who truly cares about them.
2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (<url hidden> ) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England Number: 05998270
19 Carpenters Way, Radstock, BA3 4XL
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