James Munro – 2plan wealth management

Independent Financial Adviser  4 Pinewood Place, Glasgow, G66 4JN
First meeting at adviser's own cost
Based in the Lenzie and Motherwell area, I can provide advice on products from the whole financial market.
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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Buy my next home
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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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Payment protection insurance
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Taxation planning
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 22nd February 2021
Meet our advisers
MR James Munro

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.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

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
James visited me at my home for free, as a complete novice, he gave me a brief insight into the financial world enough so that I could understand how things work and what he does. By the end of our initial meeting, I felt educated enough to make well informed decision on moving forward. My first impressions were that he was honest, trust worthy and knew what he was doing. I also appreciated that there was no hard sell. I decided to work with James and slept in for our next meeting due to ill health. Id made James aware of physical and mental health issues I had at the initial meeting, he couldn't have been more understanding and I thank him for that. The next time I met with James I invested some of my money and he gave me yet more valuable information, giving me a better understanding of economics and how it all works. So far, so good. As it stands today, in just over a month I've almost recovered James fee. The figures speak for themselves. I am happy. I would suggest offering an armed forces discount. The majority of soldiers and veterans find it hard to budget as it is a skill you don’t really have to learn. While serving, especially if you are in single living accommodation, you are in a great position to save. A lot of people medically discharged from the forces receive compensation that would meet your minimum requirements. I know a lot of older veterans who were once in my position and have long since spent their pay outs and compensation etc. I am glad I followed their advice and invested some of mine.
William Hall, Airdrie
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.

Where to find us
Head office address: 4 Pinewood Place, Lenzie, Glasgow, G66 4JN
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 22nd February 2021

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