This site uses cookies. We have recently updated our Privacy Policy - read more here.

×
  1. Home
  2. breadcrumbs-arrow
  3. Find an adviser
  4. breadcrumbs-arrow
  5. South West
  6. breadcrumbs-arrow
  7. Somerset
  8. breadcrumbs-arrow
  9. Keinton Mandeville
  10. breadcrumbs-arrow
  11. Jeff White at 2plan wealth management

Jeff White at 2plan wealth management

Independent Financial Adviser Orchard House, Queen Street, Keinton Mandeville, Somerton, Somerset, TA11 6EG
FCA verified
10th December 2018
Independent advice on protection, investments and pensions. I will search the whole market working solely on your behalf.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Taxation planning
    • Wealth management
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623
Meet our advisers
adviser-person
Jeff White DipFA, MLIBF
Financial Advsier
Where to find us

Orchard House, Queen Street, Keinton Mandeville, Somerton, Somerset, TA11 6EG

About us

As an Independent Financial Adviser I can advise on products from the whole financial market. I provide a wide range of advice to my clients throughout Somerset, Wiltshire and Devon, on a face to face basis. Modern technology helps to streamline my business, making it as cost effective as possible.

Our services

I am based near Somerton in Somerset, and have clients throughout Somerset, Wiltshire and Devon. I have over a decade of experience and provide a wide range of advice to my clients from all walks of life.
I provide a professional and personal service.
I take time to understand your personal situation to ensure the solutions I provide fit with your individual circumstances.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
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.gov.uk) under reference 461598.
Registered office: 2plan wealth management Ltd, Bridgewater Place, Water Lane, Leeds, LS11 5BZ.

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Similar advisers near you

Fairstone Financial Management Ltd
Independent Financial Adviser 4.87 mi
Fairstone build long-term relationships and provide holistic advice to fit in with people’s busy lifestyles and changing circumstances.
 
See profile
Castleton Financial Planning Ltd
Independent Financial Adviser 5.73 mi
We are proud to be Independent Financial Advisers offering a personal service to both Individual and Business clients.
 
See profile
Monahans Wealth Management
Independent Financial Adviser 5.97 mi
Our Chartered status is a reflection of the quality of independent financial advice we provide.
 
See profile
AFH Wealth Management
Independent Financial Adviser 8.72 mi
I have over 23 years experience providing financial advice on pensions, investments, long term care and lifetime mortgages
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.