Dylan Davies DipFA, CeMAP - 2plan Wealth Management

Independent Financial Adviser Innovation Centre Medway, Maidstone Road, Medway, Kent, ME5 9FD
FCA verified
17th December 2018
Honest, accurate advice in the comfort of your home.
We can advise you on
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Estate planning
    • Buy to let
    • First time buyers
    • High loan to value
    • Remortgage
    • Residential
    • Self employed
Meet our advisers
adviser-person
Dylan Davies CeFA, CeMAP, DipFA
IFA
Where to find us

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

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.

Advice methods
  • 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.

Tax planning is not regulated by the Financial Conduct Authority.

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

Registered in England Number: 05998270

VAT Registered: 107831677

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