Chris Stenlake Chartered Financial Planner - 2plan wealth management Ltd

Independent Financial Adviser 3 Dorchester Way, Exmouth, Devon, EX8 5QE
FCA verified
15th October 2018
I provide advice for clients who value truly Independent Financial Advice face-to-face from a highly qualified adviser.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Equity release
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
Meet our advisers
adviser-person
Chris Stenlake FPFS Chartered Financial Planner
Independent Financial Adviser
Where to find us

3 Dorchester Way, Exmouth, Devon, EX8 5QE

About us

2plan wealth management Ltd is a national, independent, whole of market, firm of Independent Financial Advisers (IFAs) and is authorised and regulated by the Financial Conduct Authority. 2plan provides structure and complete compliance and technology services to self-employed financial advisers across the UK. The IFAs are equipped with the latest technology services available in order for them to provide enhanced services to their clients, build professional business relationships and ensure we always treat our customers fairly.

Our services

I specialise in investment and wealth management, Inheritance Tax mitigation and estate planning, pensions, choices at retirement, long term care funding and equity release.
I will spend time with you to ensure that I fully understand your current situation,future plans, objectives and aspirations.
I am an experienced Independent Financial Adviser and Chartered Financial Planner and a Fellow of the Personal Finance Society by examination.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register (www.fca.org.uk) under reference 461598.
Registered address: Bridgewater Place, Water Lane, Leeds, LS11 5BZ
The Financial Conduct Authority do not regulate Tax Planning.
Equity Release is a Lifetime Mortgage.
To understand the features and risks, ask for a personalised illustration.

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