Ian Sparks – 2plan wealth management Ltd

Independent Financial Adviser  32 Park Homer Drive, Wimborne, Dorset, BH21 2SR
First meeting at adviser's own cost
Independent financial advice in the comfort of your own home at a time to suit yourself. Due to Covid19, I am currently conducting all meetings remotely via Teams, Zoom, WhatsApp, FaceTime or by telephone dependent on your communication preference.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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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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Buying first home
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Equity release
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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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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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Ian Sparks
Independent Financial Adviser

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

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.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, lifetime mortgage products and the giving of mortgage advice.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

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 lifetime mortgages.

Appointments are available daytime or early evening and the first meeting is at Ian's expense.

Our 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 Wimborne conurbations.

Ian specialises in creating bespoke pension drawdown and investment portfolios incorporating current themes of environmentally sustainable and ethical funds.

Where to find us
Head office address: 32 Park Homer Drive, Colehill, Wimborne, BH21 2SR
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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

Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021

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'We look forward to a long and fruitful relationship together - for anybody searching for help in personal financial management, look no further!'