Cepen Independent Financial Advice
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
With more than 20 years of experience of providing Financial Advice, I am confident that I can tailor a solution to meet your individual or business financial planning requirements.
At this time, I do not give advice on transfers out of Defined Benefit (Final Salary) pension schemes.
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Prepare a solution tailored to your requirements across any area of Financial Planning; Pensions, Investments, Protection, Savings and Auto Enrolment.
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Telephone
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Online (Live chat, video, email)
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Face to face
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Cepen Independent Financial Advice is a trading name of 2plan wealth management Ltd.
2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 0599827.0
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