Helen Brown – 2plan wealth management Ltd

Independent Financial Adviser  3 Ringwood Avenue, Stockport, Cheshire, SK7 5HH
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FCA authorised
Last authorised 13th September 2021
Fully qualified adviser with thirteen years experience offering friendly impartial advice for individuals and corporate clients
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension drawdown
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Pensions review
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SIPPs
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Stakeholder
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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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Equity release
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Flexible mortgages
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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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Estate planning
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Taxation planning
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Sharia finance
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Long term care
Meet our advisers
MRS Helen Brown DipFA, CeMAP
About us

Opal Financial Management comprises an experienced team of independent financial advisers. We have advisers across the country that can see you at a convenient location. Opal Financial Management Limited is an appointed representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority. For more information please visit our website: <url hidden>

Our services

At Opal Financial Management we put you first. Throughout our business practices and processes our primary focus is customer satisfaction. Because of our independent status, we are proud to offer the very best and most appropriate impartial financial advice, achieved by having access to an extensive range of products across the whole of the market. I am committed to providing the best possible client experience and build lasting relationships with every customer. Consequently, my aim is to ensure that my customers will view me as a trusted and dependable source of financial advice throughout their lifetime.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

3 Ringwood Avenue, Hazel Grove, Stockport, Cheshire, SK7 5HH

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