CAT ELEY-GAUNT – 2 PLAN WEALTH MANAGEMENT LTD

Independent Financial Adviser  84 Willow Road, Barrow upon soar, Leicestershire, LE12 8GQ
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FCA authorised
Last authorised 21st September 2020
We give Independent Financial Advice, so you can focus your time and effort on the important, enjoyable things in life!!
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
CATHERINE ELEY-GAUNT
About us

It is one of my ambitions to really know my customers to provide long term sustainable relationships. Wealth management is my business. I have individual accountability for delivering quality advice as standard. Get it right first time and review it regularly to insure it remains appropriate. I feel it is important to treat customers fairly and appropriately.
I am totally independent and I promise at all times never to advise you on any product other than the one most beneficial for you

Our services

I specialize in reviewing your pensions, investments and other financial products to make sure where you are invested or what monthly premiums will meet your financial goals for the future. If you have statements from pension providers you don't understand, think you are paying too much on your mortgage, or have not had a financial review for more than 12 months you could benefit from an initial consultation with us.

My mission is to assist clients make the most of their investments and guide them through the important financial decisions needed for later life.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

84 Willow Road, Barrow upon Soar, Loughborough, Leicester, Leicestershire, LE12 8GQ

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