5 Craig Y Darren, Cwmdare, Aberdare, CF44 8PYMake an enquiry
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 range of advisory services includes:
• Investing your money wisely & tax efficiently
• ISAs Bonds & Unit Trusts
• Retirement planning advice
• Pension Transfers & Consolidation
• Pension Drawdown
• 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
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.