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

Independent 4c Station Cottages, Station Road, St Neots, Cambridgeshire, PE19 1QF
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
11th November 2019
We simply aim to save you money, make you money or make your existing money work harder!
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Investing for income
    • OEICs
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
adviser-person
Claire Buchanan LLB (Hons), Bar, DipPFA
Independent Financial Adviser
Where to find us

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

Make an enquiry
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.

Advice methods
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0