Daljit Dahil – 2plan Wealth Management
18th February 2019
Experienced Independent Financial Adviser who is focused on providing high quality, impartial and tailored financial advice.
We can advise you on
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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Business
- Corporate pension
- Employee benefits
- Group pensions
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Insurance & protection
- Large business
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Savings
- Lump sum
- Regular savings
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Tax & trust planning
- Estate planning
Meet our advisers
Daljit Dahil DipPFS
Independent Financial Adviser
Qualifications & Accreditations
AF7 - Pensions transfers (CII)
This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits
AF3 - Pension Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
CF2 - Investment and Risk (CII)
This examination assesses a knowledge and understanding of investment products and the risks involved.
J04 - Pension Funding Options (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
R01 - Financial Services, Regulation and Ethics (CII)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
CF6 - Certificate in Mortgage Advice (CII)
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.
J05 - Pension Income Options (CII)
At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.
CF4 - Retirement Planning (CII)
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
CF3 - Financial Protection (CII)
This examination assesses a knowledge and understanding of financial protection plans.
What our clients say
I first met Daljit Dahil in November 2013 as my wife and I were in need of advice from an Independent Financial Adviser. Daljit is highly articulate, intelligent, very personable and has an all too rare ability to present financial advice in a clear, uncomplicated manner.
After a very thorough assessment of our financial situation and our attitude to risk, he advised investing in products which are performing extremely well to date.
I feel him to be trustworthy, reliable and would recommend him highly.
Daljit has a warm and friendly manner and is very knowledgeable about the often puzzling world of investments and markets.
His advice has been invaluable in helping us manage our investments and we have felt able to make informed decisions according to our needs and values.
We would highly recommend him to others.
I am very pleased with the service that you have provided for me and my wife over the last few years. Daljit has been very responsive and quick to provide answers to any queries raised regarding pensions and other financial matters.
I would not hesitate to recommend Daljit as an Independent Financial Adviser to anyone seeking this expertise.
We cannot recommend Daljit highly enough. He has helped us with a number of critical financial planning decisions and makes the process very easy to follow.
The outcome is always to improve our standing and add value for us now and for the future.
We have been clients of 2Plan Wealth Management for a number of years and have received exemplary service from them under the guidance of Daljit Dahil, Financial Adviser.
In terms of money management, Daljit has offered us the best of care in a truly professional manner. All our monetary planning needs have been discussed and carefully listened to and converted into a portfolio that suits our projected lifestyle wants into the future.
We are extremely happy with both the advice given and personable way it has been delivered and followed up. Consequence we have no hesitation in thoroughly recommending Daljit and 2plan Wealth Management to anyone considering this service.
Daljit Dahil has, for the past three years, advised us on our investment portfolio and our pensions. He has always been well up to date with the ever changing rules and regulations, and his advice at all times been well researched and focused on our needs.
Without it, we should have been in a much less comfortable position.
I have no hesitation in recommending Daljit’s services as a competent, professional Financial Adviser. I am more than satisfied with his approach in the way he manages both mine and my wife’s financial affairs in a friendly but fully analytical, understanding cautious manner.
Long may it continue.
Where to find us
2Plan Wealth Management, 8 Eaton Road, West Midlands, Coventry, CV1 2FF
Contact usAbout us
2plan wealth management Ltd is a national advisory firm. Launched in July 2007 it has grown to become one of the leading firms of Independent Financial Advisers in the UK. Our primary focus is on the provision of independent wealth management services for private investors and corporate clients throughout the UK. Our range of services covers all aspects of pensions, investments, insurance and mortgage business.
Our services
We act solely in the best interests of our clients at all times. We do not act on behalf of any product provider, bank or insurance company. The ‘client experience’ is paramount and all our advisers pride themselves in building lasting professional client relationships. We aim to ensure that all our clients will always view their 2plan wealth management adviser as their trusted IFA.
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