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
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.

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