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: <phone number hidden>
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
5 Craig Y Darren, Cwmdare, Aberdare, CF44 8PY
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