Lynn Associates

Independent Financial Adviser Natwest Chambers, Bank Street, Williton, Taunton, Somerset, TA4 4NG
FCA verified
11th November 2019
Personal service and an ability to understand your needs and objectives are our goals.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Equity release
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Long term care
Meet our advisers
Kevin Green Dip PFS
Financial Adviser
Lynn Morrison Dip PFS
Financial Adviser
Where to find us

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

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.

Advice methods
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value