Damon Goodey 2 Plan Wealth Management

Independent Financial Adviser  Ropley Road, BOURNEMOUTH, BH7 6RU
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FCA authorised
Last authorised 11th October 2021
I provide face to face Independent financial advice to local clients.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Bad credit
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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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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Socially responsible investments
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Lump sum
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Regular savings
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
Meet our advisers
MR Damon Goodey DipPFS
IFA
About us

2plan wealth management is a national advisory firm. My primary focus is on the provision of wealth management services for private investors

Our services

I will listen to your plans and aspirations and help you to achieve your financial goals. Offering guidance in order for you to plan your future with Pension and Investment advice. I enjoy working with my clients over the years and adapting their finances to suite life's journey.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£251,000
Advice methods
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    Face to face
Compliance

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

Ropley Road, BOURNEMOUTH, BH7 6RU

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