Joseph Hawes at 2 Plan Wealth Management

Independent Financial Adviser  7 Henry Swan Way, Colchester, Essex, CO11LY
First meeting at adviser's own cost
Clear, focussed, and practical financial planning solutions. Contact me to: review your pensions, savings or investments; protect your family or business; plan for a comfortable and secure retirement.
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
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Joseph Hawes
Independent Financial Adviser

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an CISI assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

Accreditations
Certified Financial Planner Chartered financial planner - individual adviser accreditation
About us

I am a Chartered Financial Planner and Certified Financial Planner (CFP) practitioner.

I work with successful, ambitious small business owners and professionals (in the public and private sector,) who are looking to:

- Make sense of what they have already saved and accumulated.
- Protect themselves, their families and businesses from the effects of potentially difficult events.
- Plan how to use their resources to secure the future they want and deserve.
- Understand and organise their financial plans to achieve their long-term goals.

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.

Where to find us
Head office address: 7 Henry Swan Way, Colchester, CO11LY
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021

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