Denis Bekenn IFA 2Plan Wealth Management Ltd

Independent Financial Adviser Falcon House, Eagle Road, Plympton, Plymouth, Devon, PL7 5JY
FCA verified
10th September 2018
Independent advice - modern comfortable offices many recommendations available - initial consultation is at my cost.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • EEA
    • Rest of world
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
Meet our advisers
adviser-person
Denis Bekenn
IFA
Where to find us

Falcon House, Eagle Road, Plympton, Plymouth, Devon, PL7 5JY

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 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.

Our services

Independent advice using research tools updated with latest information. Specialist in providing advice for Mortgages and Protection for all occupations and employment types. Advice for Pension planning - Drawdown and latest retirement solutions. Solutions geared to your attitude to risk and what you wish to achieve. Home or office visits can be done including evenings.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

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. Registered office: 2plan wealth management Ltd. 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England Number: 05998270

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