David Brooker - 2plan wealth management Ltd - Maidstone

Independent Financial Adviser London Road, Maidstone, Kent, ME16 8QL
First meeting at adviser's own cost
Response rating
9.8/10
FCA verified
15th July 2019
I offer independent financial advice on investments, retirement planning, estate planning & insurance to help you achieve your financial goals.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Mortgage protection
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
David Brooker Dip CII
Where to find us

London Road, Maidstone, Kent, ME16 8QL

Make an enquiry
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 Financial Advisers in the UK. Our primary focus is on the provision of 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
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Compliance

2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA 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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