Jeff White at 2plan wealth management

Independent Financial Adviser  Orchard House, Somerton, Somerset, TA11 6EG
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FCA authorised
Last authorised 26th July 2021
Independent advice on protection, investments and pensions. I will search the whole market working solely on your behalf.
We can advise you on
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Taxation planning
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Sharia finance
Meet our advisers
MR Jeff White DipFA, MLIBF
Financial Advsier
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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

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

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