David C Heywood - 2plan wealth management

Independent Financial Adviser  80 Foxdown, Wadebidge, Cornwall, PL27 6BD
First meeting at adviser's own cost
A strong reputation built on providing excellent advice and service in the local area for the last 18 years.
We can advise you on
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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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OEICs
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Socially responsible investments
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Unit trusts
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Accident & sickness
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Buildings and contents
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Critical illness
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Income protection insurance
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Life insurance
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
Response rating
9.0/10
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FCA authorised
Last authorised 1st March 2021
Meet our advisers
MR David Heywood DipFA

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

As a whole market Independent Financial Adviser we are able to advise on products from all financial institutions, so you will always receive the best solution for your individual needs/circumstances. It is our aim to develop long term relationships with our clients allowing us to provide accurate financial advice and accommodate any changes to clients personal/financial circumstances as appropriate via regular reviews.

Where to find us
Head office address: 80 Foxdown, Wadebidge, Cornwall, PL27 6BD
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 1st March 2021

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