George Forrest

Independent Financial Adviser 88 Currieside Avenue, North Lanarkshire, Shotts, ML7 4AX
First meeting at adviser's own cost
Response rating
9.1/10
FCA verified
10th December 2018
Specialising in Investment, mortgages, pension & protection planning including estate and trust planning, with over 25 years of experience.
We can advise you on
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Bad credit
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Pension consolidation
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Capital gains tax
    • Estate planning
    • Wealth management
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Travel
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
    • Group life insurance
    • Group pensions
Meet our advisers
George Forrest
Where to find us

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

Contact us
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

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.

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