Craig Burnett
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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
-
Mortgages
- Bad credit
- Buy to let
- First time buyers
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self employed
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Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
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Savings
- Lump sum
- Savings for children
- School fees planning
1st Floor The Malthouse, Malthouse Business Centre, 48 Southport Road, Ormskirk, Lancashire, L39 1QR
Contact usAs 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.
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.
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