Darrel Smethurst

Independent Financial Adviser 26 Higher Dunscar, Egerton, Bolton, BL7 9TE
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
13th August 2018
Come and find out what great advice and customer service feels like. Initial consultation at my own cost.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Equity release
    • Remortgage
    • Residential
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Darrel Smethurst DipFA
What our clients say
Jan 2017 I felt you explained what options were open to me clearly and efficiently and answered any queries I had quickly. When necessary, any changes that were made to my possible options were tailored towards me to suit my needs. You ensured I completely understood each stage of the process before we proceeded as well, which helped me feel comfortable and confident in the decisions I were making.
Jonathan Willsher, Poynton
Where to find us
About us

My focus is the provision of independent wealth management for private clients and businesses. I offer holistic advice on all regulated investment, pension and life related business. I have access to a highly structured technology based processing system, which delivers an efficient, cost effective service proposition. At the heart of everything is my TCF (treating customers fairly) program. I will always communicate in a clear, fair and consistent manner, supplying honest, accurate and timely literature. .

Our services

The financial services industry has historically been rocked by bad practice. We do things that benefit our clients and not our advisers. We are a firm of IFAs that specialise in providing ethical, socially responsible, alternative and mainstream investments by making use of our excellent technology systems. We look to provide an individual service driven by the needs of each person which encourages client contact at all levels.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£100,000
Minimum mortgage value
£0
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, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ.

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