Jeff White at 2plan wealth management
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.
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.
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Face to face
Orchard House, Queen Street, Keinton Mandeville, Somerton, Somerset, TA11 6EG
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