Maria McLoughin at 2Plan Wealth Management

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.

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)

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.