Dylan Davies DipFA, CeMAP - 2plan Wealth Management

Independent Financial Adviser  Innovation Centre Medway, Medway, Kent, ME5 9FD
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FCA authorised
Last authorised 1st March 2021
Honest, accurate advice in the comfort of your home.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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Buy my next home
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Buy to let
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Buying first home
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High loan to value
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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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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
Meet our advisers
MR Dylan Davies CeFA, CeMAP, DipFA
IFA
About us

Dealing with financial matters can be complicated in this day and age with thousands of products available, not to mention confusing terminology. As your Independent Financial Adviser I can help you make sense of it all and work to achieve your personal financial goals in the areas of retirement planning, savings and investments, cover in case of sickness and serious illness and Inheritance Tax planning.

Our services

At 2plan we pride ourselves on working closely with clients to deliver honest, timely and accurate financial advice. Our services are delivered at the client's convenience in the comfort of their home.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Face to face

Innovation Centre Medway, Maidstone Road, Medway, Kent, ME5 9FD

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