Craig Burnett

Independent Financial Adviser 1st Floor The Malthouse, Malthouse Business Centre, 48 Southport Road, Ormskirk, Lancashire, L39 1QR
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
10th December 2018
I am passionate about high quality face to face independent financial advice, tailoring my recommendations to individuals personal financial needs.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Bad credit
    • Buy to let
    • First time buyers
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Self employed
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • Savings for children
    • School fees planning
Meet our advisers
Craig Burnett DipPFS
Independent Financial Adviser
Where to find us

1st Floor The Malthouse, Malthouse Business Centre, 48 Southport Road, Ormskirk, Lancashire, L39 1QR

Contact us
About us

As an Independent Financial Adviser (IFA), I am part of 2plan wealth management Ltd, a national firm of IFAs and protection specialists. 2plan provides structure and complete compliance and technology services to self-employed financial advisers across the UK. Advisers are equipped with the latest technology services available in order for them to provide enhanced services to the clients, build professional relationships and ensure we always treat our customers fairly.

Our services

With over 28 years experience in the financial services sector I have developed a service proposition that focusses on personal long term relationships. My focus is on working with people in the local area to address their current financial needs, and through regular reviews ensure that their financial planning reflects their changing circumstances. I do not act on behalf of any product provider, bank or insurance company. The ‘client experience’ is paramount, and I pride myself on building lasting professional client relationships. I aim to ensure that all of my clients will always view me as their trusted IFA.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
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.

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