Claire Buchanan LLB (Hons), Bar, DipPFA – 2plan wealth management

Independent Financial Adviser  4c Station Cottages, St Neots, Cambridgeshire, PE19 1QF
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FCA authorised
Last authorised 20th September 2021
We simply aim to save you money, make you money or make your existing money work harder!
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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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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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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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
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Employee benefits
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Group ISA
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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
Meet our advisers
MISS Claire Buchanan LLB (Hons), Bar, DipPFA
Independent Financial Adviser
About us

At 2plan we value the trust our clients place in us. We take it as a huge responsibility. We recognise we have to earn your trust through intergrity and professionalism.

For us, plain talking and common sense are valuable in financial matters as they are in daily life.

We aim to save you money, make you money or make your existing money work harder.

Our services

‘Do it once and do it well’. We provide the advice and guidance we would want to receive ourselves, being driven by common-sense, integrity and professionalism. We help our clients to see the wood for the trees and make sense of their busy, often complex lives.

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

4c Station Cottages, Station Road, St Neots, Cambridgeshire, PE19 1QF

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