This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection
I am a whole of market Independent Financial Adviser (IFA) based in Essex and East London working with 2plan wealth Management. We act solely on behalf of our clients, having their best interests at heart at all times, and are the trusted adviser to the client. The client experience is paramount and we pride ourselves in building lasting professional client relationships. With over 25 years experience in financial services, working for Woolwich Independent Financial Advisory Services and Barclays Financial Planning, I am fully qualified to advise you on your financial planning needs.
This is what I aim to do, to help you make good decisions about your money – providing clear information to help you achieve your financial goals.
I am part of 2plan wealth management which is a national advisory firm consisting of Financial Advisers and mortgage and protection specialists.
Working with 2plan allows me to offer you all the benefits of a bigger organisation, such as the latest technology, greater financial strength, and the reassurance of a team of experts helping me to get things right first time.
For a conversation about your financial plans, why not get in touch today?
2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register (<url hidden>) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England Number: <phone number hidden>
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