Lynn Associates

Independent Financial Adviser  Natwest Chambers, Taunton, Somerset, TA4 4NG
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FCA authorised
Last authorised 1st March 2021
Personal service and an ability to understand your needs and objectives are our goals.
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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Stakeholder
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Buy my next home
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Buy to let
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Equity release
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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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Critical illness
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Income protection insurance
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Life insurance
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Long term care
Meet our advisers
MR Kevin Green Dip PFS
Financial Adviser
MS Lynn Morrison Dip PFS
Financial Adviser
About us

We have been based at our offices in Williton Somerset for over 15 years. 2plan wealth management provide us with the back up, technology and research that can be offered by a larger organisation. This in turn allows us, to provide you with a greater level of personal service and advice that only a smaller company provides.

Our services

We act solely in the best interest of out clients at all times. We do not act on behalf of any product provider, bank or insurance company. The client experience is paramount and all our advisers pride themselves in building lasting professional relationships. We aim to ensure that all our clients will always view their 2Plan wealth management adviser as their trusted financial adviser.

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

Natwest Chambers, Bank Street, Williton, Taunton, Somerset, TA4 4NG