Cepen Independent Financial Advice

Independent Financial Adviser  10 Knight Close, Chippenham, Wiltshire, SN15 3FL
First meeting at adviser's own cost
With 20+ years experience in providing bespoke solutions for Individual and Corporate Clients in Investments, Pensions, Savings and Protection
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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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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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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Critical illness
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Income protection insurance
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Life insurance
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
Response rating
9.3/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Kelvin Wells Dip CII
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

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.

Our services

Prepare a solution tailored to your requirements across any area of Financial Planning; Pensions, Investments, Protection, Savings and Auto Enrolment.

Where to find us
Head office address: 10 Knight Close, Chippenham, Wiltshire, SN15 3FL
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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

Response rating
9.3/10
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FCA authorised
Last authorised 16th November 2020

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