Joseph Hawes at 2 Plan Wealth Management

Independent Financial Adviser  7 Henry Swan Way, Colchester, CO1 1LY
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FCA authorised
Last authorised 26th July 2021
Our primary focus is on the provision of wealth management services for private investors and corporate clients throughout the UK. The range of services covers all aspects of pensions, investments, and insurance business.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Mortgage protection
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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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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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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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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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Group risk
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Long term care
Meet our advisers
Mr Joseph Hawes
Independent Financial Adviser
About us

Our business model centres on highly structured technology-based processes. This enables us to deliver a highly streamlined cost-efficient service proposition for all our clients.

Our services

Protection:
Life Assurance, Critical Illness Cover, Income Protection for individuals, families, and small businesses/business owners.

Investments and Regular Savings:
Tax-efficient savings solutions, for every goal you have with your money, including: ISAs, Pensions, Unit Trusts.

Retirement Planning:
Getting ready for retirement and managing your financial planning through retirement, including: pension reviews and consolidation, cash-flow planning, managing risks within your portfolio.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

7 Henry Swan Way, Colchester, CO1 1LY

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