Daljit Dahil – 2plan Wealth Management

Independent Financial Adviser  2Plan Wealth Management, West Midlands, Coventry, CV1 2FF
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FCA authorised
Last authorised 10th May 2021
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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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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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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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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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Regular savings
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Large business
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Estate planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
Meet our advisers
MR Daljit Dahil DipPFS
Independent Financial Adviser
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.

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

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

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

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