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James Munro – 2plan wealth management
James Munro – 2plan wealth management
Initial consultation free
Independent
Based in the Lenzie and Motherwell area, I can provide advice on products from the whole financial market.
We can advise you on
Clients
helped
85
Minimum
pension value
£50k+
Minimum
wealth
£50k+
Minimum
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR James Munro
What our clients say
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Mr & Mrs Donaldson
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.
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William Hall
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.
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