Mark Douglas – 2plan wealth management

Independent Financial Adviser  21 Rosehill Drive, Christchurch, BH23 8NW
First meeting at adviser's own cost
I pride myself on my ability to explain complex issues so that they are easily understood.
We can advise you on
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Annuity purchase
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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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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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Next home / Remortgaging
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Self-employed mortgages
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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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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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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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Long term care
Response rating
9.5/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Mark Douglas

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 UK regulation environment in the financial services industry together with packaged products (pensions, protection and savings and investments) and the giving of investment advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk

About us

I have been providing face to face financial planning advice since 1995 and would be happy to provide personal testimonials. I can provide financial planning advice in relation to Protection, Retirement, Savings and Investment. In addition, I have successfully reduced my clients liabilities in relation to Inheritance, Capital Gains and Income Tax. I would be delighted to briefly discuss your circumstances on the telephone prior to arranging a face to face meeting.

Where to find us
Head office address: 21 Rosehill Drive, Bransgore, Christchurch, BH23 8NW
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.5/10
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FCA authorised
Last authorised 19th October 2020

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