2plan Wealth Management

Independent Financial Adviser  Lombard House, Canterbury, Kent, CT1 2NF
First meeting at adviser's own cost
I specialise in Pension, Investments and Tax Planning advice focusing on clear and simple solutions to often complex situations.
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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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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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
Response rating
7.0/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
MR Keith Mason BA(Hons) DipPFS
Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

About us

''I am a Whole of Market, Independent Financial Adviser. I specialise in Pension Planning, Tax Efficient Savings and Investments and Inheritance Tax Planning. I have over 30 years experience in the profession and offer a free no obligation initial consultation''

Our services

The objective of the advice service I provide is to put in place solutions to enable you to meet your goals and ambitions, then review these solutions to ensure they remain on track. I will consult with you to establish your priorities and goals, then after researching your options make recommendations to help fulfil your aims and ambitions.
I work with you to make your money work as hard for you in the most tax efficient way possible.
I believe only a truly independent adviser can achieve this rather than someone working from a restricted list of providers.

Where to find us
Head office address: Lombard House, 12 - 17 Upper Bridge Street, Canterbury, Kent, CT1 2NF
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

The Financial Conduct do not regulate trusts and tax planning

Response rating
7.0/10
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FCA authorised
Last authorised 26th July 2021

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