James Munro – 2plan wealth management

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.

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.