Daljit Dahil – 2plan Wealth Management

Independent Financial Adviser 2Plan Wealth Management, 8 Eaton Road, West Midlands, Coventry, CV1 2FF
First meeting at adviser's own cost
Response rating
9.3/10
FCA verified
15th October 2018
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
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.
Paul Murphy, Principle Conductor, Birmingham Royal Ballet, Birmingham
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.
David & Juliet Fletcher, Birmingham
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.
Anthony Turchyn, Worcestershire
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.
Peter Newman, Founding Director, Applied Works LLP, London
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.
Lynda & Robert Burford, Worcestershire
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.
Nigel Appleton, Cambridgeshire
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.
John Fielding, Solihull
Where to find us

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

Contact us
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)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£125,000
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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