Fernquest Financial Planning

Independent Financial Adviser Blue Hills, Llandevaud, Newport, Newport, NP18 2AA
FCA verified
12th November 2018
Having achieved fellowship status which is the highest level of qualification possible I provide truly independent advice.
We can advise you on
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Buy to let
    • First time buyers
    • Flexible
    • Remortgage
    • Residential
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Luke Fernquest FPFS
Chartered Independent Financial Adviser
Where to find us

Blue Hills, Llandevaud, Newport, Newport, NP18 2AA

About us

Fernquest Financial Planning is a trading name of 2Plan Wealth Management Ltd. 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

I act solely in the best interests of my clients at all times. I do not act on behalf of any product provider, bank or insurance company. My ‘client's experience’ is paramount and I pride myself in building lasting professional client relationships.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Compliance

Fernquest Financial Planning is a trading name of 2plan wealth management Ltd. 2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA 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
VAT Registered: 107831677

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