Ian Sparks – 2plan wealth management Ltd

Independent Financial Adviser Wychwood, Field Way, Corfe Mullen, Wimborne, Dorset, BH21 3XH
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
10th December 2018
Independent financial advice in the comfort of your own home at a time to suit yourself.
We can advise you on
    • Wealth management
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Equity release
    • First time buyers
    • High loan to value
    • Remortgage
    • Residential
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • Estate planning
    • Taxation planning
    • Group critical illness
    • Group pensions
    • Group protection
Meet our advisers
Ian Sparks
Independent Financial Adviser
What our clients say
I was about to retire and needed advice on several pensions I had taken out. I chose Ian after reading several reviews on various web sites, straight away Ian made us feel at ease, he offered to come to our house but we chose to visit him. When we arrived at his home we were made to feel very welcome and relaxed. Ian spent a lot of time going through a mountain of paper work I had accumulated over many years. He explained all his proposals in detail, (some several times when we couldn't quite grasp it). At no time did we feel pressured into making any decisions. I feel the advice Ian has given us has certainly made my future retirement years a lot more secure.
Mr Q, Poole
My pension was badly affected due to maladministration at Equitable Life. Ian advised me to take the offer by Equitable life to transfer the value of my pension pot less 20% and advised me where to invest it so that the 20% loss could be recovered. I had a good outcome following his advice which has resulted in a good pension pot for me to draw on. We are very satisfied with his service and have no complaints.
Mr H, Broadstone
I was about to retire from full time work and wanted to get advice about investments and investment income. Ian provides an excellent personal service. His explanations are clear and easy to understand and his advice has been sound. Ian gave me the confidence to take an appropriate level of risk with my investments. Ian is very much up to date with the current investment environment and tax laws
Mr S, Verwood
I had savings all over the place with no real knowledge of how they were performing or the best place for them. Ian completely took control of these savings and consolidated them for me. New customer (6 months) good results so far.
Mr W, Bournemouth
I needed to get my financial affairs in order and ensure long term protection. Ian provided easy to understand advice, and guided me through the options available.
Mr P, Wimborne
Having built up quite a sizable savings pot over the years, and with interest rates being so low, I needed some professional advice as to the best place to make long term investments. I also needed some pensions advice. Ian guided me through all the available investment options and once I had agreed with his recommendations and sums to be invested, he took care of all the necessary work with all sums of money invested as per his plan of action. I feel confident in the advice that I was given and Ian made it very clear regarding the possible outcome of dealing with stocks and shares investments. You can only make a decision based on historic performance, but you can't see into the future!, but Ian helped me to mitigate that risk by assessing my attitude to financial risk and applying that to my investments. Ian handled my financial affairs in a very professional and timely manner and so far have no complaints about the service provided.
Mr H, Corfe Mullen
My partner had died and I needed advise on investments, to include future planning for my retirement. He gave me guidance that made perfect sense which showed me he understood my requirements for now and the future. I have also been able to gradually consolidate all my existing policies into a nice tidy package for easy management. I have always been happy with all aspects of the service and the information that I receive from Ian
Mrs S, Broadstone
I wished to retire and take my 'lump sum' payment from a final salary pension scheme and consolidate all my savings. Ian suggested various options and checked the level of risk I would be comfortable with. He came up with an option that I thought would suit my needs and gave me the assurance that it could be changed if I wanted to. Ian explained everything in such a way that I could understand all the 'financial terminology' and was happy to re-explain and answer any questions I had. He was clear on the documents that I received and I feel comfortable that my investment has been put into the best place. Nothing was too much trouble for him and he put my mind at ease that I was following the best route for my investments. He was very approachable and visited my house for the initial consultation and the follow up.
Mrs L, Milbourn St Andrew
Ian gave me advice on investment planning for my approaching retirement and most tax efficient types of saving. So far the outcomes have exceeded my expectations.
Mr S, Poole
We wanted to make sure our savings we working as hard as possible for our future. Ian provided easy to understand advice, taking our needs into consideration and providing the best options to make a decision.
Mrs A, London
I had 6 different pensions and wanted to get them transferred on to one platform when I reached 65 years of age. Ian very quickly understood what I required and explained things in a way that was easy to understand. Ian contacted all my pension providers on my behalf and arranged for the monies to be transferred. I was happy with the investment advice and can now view a webpage that updates daily with the value of my investments. Everything in one place and easy to access.
Mr L, Wimborne
Where to find us

Wychwood, Field Way, Corfe Mullen, Wimborne, Dorset, BH21 3XH

Contact us
About us

Ian has been an Independent Financial Adviser since May 2001 and holds the Level 4 Diploma in Financial Planning. Areas of expertise include investments, pensions, flexible pension drawdown cases over £100,000, conventional and enhanced annuities under £100,000, financial protection and mortgages. Ian also holds specialist qualifications in Inheritance Tax planning and equity release.

Appointments are available daytime or early evening and the first meeting is at Sparks & Co‘s expense.

Our services

At Sparks & Co Financial Services, Ian prides himself on offering comprehensive personal financial service to all of his clients, many of whom he has advised for a number of years.

The business has grown since 2001 and Ian has built a team of loyal employees who support him in delivering first class independent financial advice to his clients who are mainly within Bournemouth, Poole and Broadstone.

Ian’s clients are known on a first name basis and he has become central to all aspects of their financial planning decisions, often advising several generations of the same family across the UK.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

Sparks & Co Financial Services is a trading name of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register (www.fca.org.uk) under reference 461598.

Equity release is a Lifetime Mortgage. To understand the features and risks, ask for a personalised illustration.

Tax planning is not regulated by the Financial Conduct Authority.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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