James Munro – 2plan wealth management

Independent Financial Adviser 4 Pinewood Place, Lenzie, Glasgow, G66 4JN
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
Based in the Lenzie and Motherwell area, we can provide advice on products from the whole financial market.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • First time buyers
    • Remortgage
    • Residential
    • Right to buy
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
Meet our advisers
James Munro
What our clients say
James has been our FA for the last 10 years, with his help, gentle encouragement and knowledge we have been able to secure a nice nest egg for our retirement, without James advice and personal knowledge in this field we would not be in the great financial position we are in, I highly recommend James Munro to anyone who is looking for sound financial advice.
Mr & Mrs Donaldson, Mothewell
Where to find us

4 Pinewood Place, Lenzie, Glasgow, G66 4JN

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.

Our services

Dealing with financial matters can be complicated in this day and age with thousands of products available, not to mention confusing terminology. As an independent financial adviser, I can help you make sense of it all and work to achieve your personal financial goals.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
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. Registered in England Number: 05998270

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