Ian Pace - 2plan wealth management Ltd

Independent Financial Adviser  6 Grove Square, Leyburn, North Yorkshire, DL8 5AE
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FCA authorised
Last authorised 25th October 2021
Our primary focus is on the provision of independent wealth management services to private and corporate clients throughout the UK.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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High loan to value
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Next home / Remortgaging
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Right to buy
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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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Lump sum
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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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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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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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Long term care
Meet our advisers
MR Ian Pace DipPFS
Independent Financial Adviser
About us

As Independent Financial Advisers we are the "trusted adviser to the client." We act solely on your behalf and have your best interests at heart at all times.

Professional financial planning does however come at a cost in much the same way as obtaining professional legal or accountancy advice. You will always know and agree to these costs are prior to any service being offered, or cost incurred.

As Warren Buffet said, "Price is what you pay - Value is what you get"

Our services

All initial meetings are free of charge. I work with you to secure your financial future. I am here to listen to you in order that we may identify your financial goals and then enable you to achieve them in a straightforward way, jargon free. I then ensure through regular review, on a timescale agreed with you, that your financial plans remain on track.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£151,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

6 Grove Square, Leyburn, North Yorkshire, DL8 5AE

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