1st Floor The Malthouse, Malthouse Business Centre, 48 Southport Road, Ormskirk, Lancashire, L39 1QRMake an enquiry
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 (www.fca.org.uk) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England Number: 05998270
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.
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