Jonathan Read DipFA 2plan Wealth Management Ltd

Independent Financial Adviser 14 Orchard Way, Wimblington, March, Cambridgeshire, PE15 0QG
First meeting at adviser's own cost
Response rating
9.1 /10
FCA verified
9th September 2019
Helping you to achieve your personal, financial, and lifestyle goals in an easy to understand way.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Long term care
Meet our advisers
Jonathan Read DipFA Ce RER
Independent Financial Adviser
What our clients say
Penny and I are very happy to confirm that we were 100% satisfied and happy with the financial advice you recently provided for us. Immediately that we called you in, it was our opinion that you attended to us promptly, courteously and very professionally. We are completely happy that the plan you put together on maturity of my pension, is totally suitable and that we could not have bettered what "2Plan" has created for us . The tax-free deposit you advised for us was in place very quickly, and Canada Life instituted the monthly payments almost at once. We would both happily recommend you to advise anyone else on any financial matter.
Mr and Mrs Wells, Cambridgeshire
Jonathan has been looking after my investment portfolio since March 2007 and has always been very easy to deal with. He reviews my portfolio on a regular basis and is always at the end of the phone should I need assistance.
Jayne Wilson, Peterborough
Jonathan has been looking after my investments since 1999 and has always provided me with clear straight forward advice. I have recommended him to my work colleagues and friends.
Linda Prior, Cambridgeshire
Where to find us

14 Orchard Way, Wimblington, March, Cambridgeshire, PE15 0QG

Make an enquiry
About us

2plan wealth mangement Ltd is a national advisory firm consisting of independent financial advisers and mortgage and protection specialists. We pride ourselves on our independent status which is a key foundation to our business model.

Our services

I provide independent financial advice specialising in pensions, investments, long term care planning and equity release.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Compliance

Tax planning advice is not regulated by the Financial Conduct Authority. 2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register (www.fca.org.uk) under reference 461598.

Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ.

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