George Forrest

Independent Financial Adviser 88 Currieside Avenue, North Lanarkshire, Shotts, ML7 4AX

First meeting at adviser's own cost

Response rating

9.2/10

15th October 2018

Specialising in Investment, mortgages, pension & protection planning including estate and trust planning, with over 25 years of experience.

We can advise you on

Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Mortgages
- Bad credit
- Buy to let
- Equity release
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Tax & trust planning
- Capital gains tax
- Estate planning
Financial planning
- Wealth management
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Life insurance
- Payment protection insurance
- Travel
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Long term care
- Long term care
Business
- Group life insurance
- Group pensions

Meet our advisers

George Forrest

Qualifications & Accreditations Hide qualifications

CeRER - Certificate in Regulated Equity Release (LIBF)

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

MAQ - Mortgage Advice Qualification (CII)

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

DipFA - Diploma for Financial Advisers (LIBF)

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Where to find us

88 Currieside Avenue, North Lanarkshire, Shotts, ML7 4AX

About us

2plan wealth management Ltd is a national, independent, whole of market, firm of financial advisers (IFAs) and is authorised and regulated by the Financial Conduct Authority. 2plan provides structure and complete compliance and technology services to self-employed financial advisers across the UK. The IFAs are equipped with the latest technology services available in order for them to provide enhanced services to their clients, build professional business relationships and ensure we always treat our customers fairly

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.

We can advise you on

Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Mortgages
- Bad credit
- Buy to let
- Equity release
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Tax & trust planning
- Capital gains tax
- Estate planning
Financial planning
- Wealth management
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Life insurance
- Payment protection insurance
- Travel
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Long term care
- Long term care
Business
- Group life insurance
- Group pensions

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Website

Compliance

Contact options

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