Craig Burnett

Independent Financial Adviser  1st Floor The Malthouse, Ormskirk, Lancashire, L39 1QR
First meeting at adviser's own cost
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
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Annuity purchase
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Pension consolidation
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Pension drawdown
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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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Bad credit
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Buy my next home
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Buy to let
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Buying first home
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
Response rating
9.0/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Craig Burnett DipPFS
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

This is what I aim to do, to help you make good decisions about your money – providing clear information to help you achieve your financial goals.
I am part of 2plan wealth management which is a national advisory firm consisting of Financial Advisers and mortgage and protection specialists.
Working with 2plan allows me to offer you all the benefits of a bigger organisation, such as the latest technology, greater financial strength, and the reassurance of a team of experts helping me to get things right first time.
For a conversation about your financial plans, why not get in touch today?
2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register (<url hidden>) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England Number: 05998270

Our services

With over 29 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.

Where to find us
Head office address: 1st Floor The Malthouse, Malthouse Business Centre, 48 Southport Road, Ormskirk, Lancashire, L39 1QR
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.0/10
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FCA authorised
Last authorised 19th October 2020

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