David Davies – 2plan wealth management Ltd

Independent Financial Adviser  10 Parc Starling, Johnstown, CARMARTHEN, SA31 3HX
First meeting at adviser's own cost
We deliver straightforward independent financial advice in the comfort of your home, or place of work, at your convenience.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buying first home
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Next home / Remortgaging
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Self-employed mortgages
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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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Life insurance
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Payment protection insurance
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Small business
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
7.0/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
MR David Davies
About us

This is what I aim to do, to help you make good decisions about your money – providing clear information to help you achieve your financial goals.
I am part of 2plan wealth management which is a national advisory firm consisting of Financial Advisers and mortgage and protection specialists.
Working with 2plan allows me to offer you all the benefits of a bigger organisation, such as the latest technology, greater financial strength, and the reassurance of a team of experts helping me to get things right first time.
For a conversation about your financial plans, why not get in touch today?
2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register (<url hidden>) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England Number: 05998270

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

Where to find us
Head office address: 10 Parc Starling, Cwmdare, Johnstown, CARMARTHEN, SA31 3HX
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 26th July 2021

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