Maria McLoughin at 2Plan Wealth Management

Independent Financial Adviser  3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ
First meeting at adviser's own cost
Leading wealth management advice from outstanding financial advisers
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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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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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 ISA
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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 private medical insurance
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Group risk
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Stockbroking services
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 27th June 2022
Meet our advisers
Ms Maria Mcloughlin

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

About us

Launched in July 2007 2plan have continuously built on our strengths to become one of the leading wealth management firms in the UK. Our head office administration, technology and regulatory teams provide exceptional support to all our financial advisers around the country, enabling them to deliver the best possible service to clients. The client experience is paramount and all our advisers pride themselves on providing up-to-date advice and building long lasting, professional client relationships. We want all our clients to view 2plan wealth management as their trusted go-to adviser for their financial matters.

Our services

As an Independent Financial Advisor with nearly 30 years’ experience in financial services, it’s my commitment to my clients that has brought me to where I am today. I don’t believe in transactional advice.. life throws challenges and curve balls in the way, so it’s important to regularly review financial goals to ensure they stay on track. For this reason, I have known and looked after many of my clients and their families throughout their career and into a comfortable retirement.

Our services
2plan Wealth Management are one of the UKs largest providers of independent financial advice.

This allows our clients to benefit from the resources and protection of a larger organisation, whilst receiving a personal service from a local adviser who values every individual relationship.

Our advice services include:

• Retirement & pension planning

• Pension transfers

• Investment management & tax efficiency

• Investing for income

• Estate planning & trusts (including inheritance tax)

Where to find us
Head office address: 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
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
Compliance

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 address: 3rd floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Telephone: <phone number hidden>

Registered in England Number: 05998270.

Response rating
7.0/10
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FCA authorised
Last authorised 27th June 2022

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