David Bradley 2plan wealth management Ltd

Independent Financial Adviser 9 De Coubertin Street, Stratford, Greater London, London, E20 1AG
First meeting at adviser's own cost
Response rating
9.1/10
FCA verified
19th November 2018
Straightforward, open and honest advice always in the client's best interests.
We can advise you on
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
David Bradley
Independent Financial Adviser
What our clients say
David arranged my pension transfer with the minimum of fuss. He was prompt and polite and explained everything in a way I understood. Overall I was extremely pleased with the advice I received and would happlily recommend him to my friends and family.
Darren, London
We have known David for many years. Over this time he has provided us with honest, unbiased and positive advice. He has taken the time to understand our family needs and has worked closely with us to tailor a range of financial investments. We would have absolutely no hesitation in recommending David to others requiring financial advice and first class service.
Andrew, Midlands
Where to find us

9 De Coubertin Street, Stratford, Greater London, London, E20 1AG

Contact us
About us

2plan wealth management Ltd is a national, independent, whole of market, firm of Independent Financial Advisers (IFAs). 2plan provides structure and complete compliance and technology services to self-employed financial advisers across the UK. The IFAs are equipped with the latest technology services available in order for them to provide enhanced services to their clients, build professional business relationships and ensure we always treat our customers fairly

Our services

With more than 25 years’ experience in financial services, I am a Chartered Fellow of the Chartered Institute of Securities and Investment and pride myself in giving top quality advice and service to all of my clients. I offer independent advice on all aspects of financial planning, including pensions, investments and financial protection.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
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, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England Number: 05998270.

Similar advisers near you

Independent Financial Adviser 1.48 mi
Fairstone build long-term relationships and provide holistic advice to fit in with people’s busy lifestyles and changing circumstances.
 
Independent Financial Adviser 2.3 mi
We take the time to offer advice tailored to each individual's circumstances.
 
Financial Adviser (Restricted Whole of Market) 2.3 mi
We offer you a quality triple "A" service covering advice, application and administration.
 
Independent Financial Adviser 2.34 mi
Independent Advice provided to clients only after understanding their individual needs though listening and discussion.