David Davies – 2plan wealth management Ltd

Independent Financial Adviser 5 Craig Y Darren, Cwmdare, Aberdare, CF44 8PY
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
16th September 2019
We deliver straightforward independent financial advice in the comfort of your home, or place of work, at your convenience.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buying first home
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Group pensions
    • Group protection
Meet our advisers
David Davies
Where to find us

5 Craig Y Darren, Cwmdare, Aberdare, CF44 8PY

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 Independent Financial Advisers (IFAs) in the UK. Our primary focus is on the provision of independent 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.

We are here to help you realise your ambitions when it comes to financial matters and make your money work for you. We can also help clarify the confusing terminology and huge range of products available to you. As IFAs we are not tied to any particular provider and can advise you on products from the whole financial market. That means we'll provide the most suitable solutions for your individual needs and circumstances. We use modern technology to help streamline our business, meaning you get information more quickly than ever before. And because we're backed by a team of finance and technology experts at 2plan, you have the peace of mind that you have a strong and experienced team working with you.

Our services

Our range of advisory services includes:

• Investing your money wisely & tax efficiently
• ISAs Bonds & Unit Trusts
• Savings
• Retirement planning advice
• Pensions
• Pension Transfers & Consolidation
• Pension Drawdown
• Annuities
• Pension & Divorce Settlements
• Protection and insurance (Life, Income & Critical Illness)
• Inheritance Tax Planning & Trusts
• Medium to long-term savings
• Children's Savings
• University Fees saving/funding
• Finding you a mortgage or a re-mortgage to fit your needs

Advice methods
  • phoneButton
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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.

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