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

Independent Financial Adviser 4c Station Cottages, Station Road, St Neots, Cambridgeshire, PE19 1QF
First meeting at adviser's own cost
Response rating
10/10
FCA verified
13th August 2018
We simply aim to save you money, make you money or make your existing money work harder!
We can advise you on
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Investing for income
    • OEICs
    • Offshore investments
    • Unit trusts
    • 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
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Estate planning
    • Taxation planning
Meet our advisers
adviser-person
Claire Buchanan LLB (Hons), Bar, DipPFA
Independent Financial Adviser
Where to find us
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.

Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
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.gov.uk) under reference 461598. Registered office: 2plan wealth management Ltd, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England Number: 05998270 VAT Registered: 107831677.
The FCA does not regulate tax advice.

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