Daljit Dahil – 2plan Wealth Management

Independent Financial Adviser 2Plan Wealth Management, 8 Eaton Road, West Midlands, Coventry, CV1 2FF
FCA verified
17th June 2019
Experienced Independent Financial Adviser who is focused on providing high quality, impartial and tailored financial advice.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Corporate pension
    • Employee benefits
    • Group pensions
    • Large business
    • Lump sum
    • Regular savings
    • Estate planning
Meet our advisers
adviser-person
Daljit Dahil DipPFS
Independent Financial Adviser
Where to find us

2Plan Wealth Management, 8 Eaton Road, West Midlands, Coventry, CV1 2FF

About 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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
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.

Registered office: 2plan wealth management Ltd. Bridgewater Place, Water Lane, Leeds, LS11 5BZ.

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