Nigel Shaffer - 2Plan Wealth Management

Independent Financial Adviser  Heron Tower, London, EC2M 4AD
First meeting at adviser's own cost
Navigating you through life's journey in order to make your dreams come true.
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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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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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Capital gains tax
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Estate planning
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Taxation planning
Response rating
7.0/10
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FCA authorised
Last authorised 27th June 2022
What our clients say
Nigel advised me about my options and helped me to understand them well. He is a very experienced and knowledgeable person in his field and is also very confident and caring. The combination of these qualities maker him a role model for other advisers.
Client, London
Nigel was recommended to us by our long term neighbors and from our first meeting has been very helpful and concise with his information and we have no hesitation in passing on his credentials. My wife Yvonne and I were looking into our future financial planning and with the possibility of Equity release. Nigel arranged a suitable provider at a very attractive rate and the outcome was very satisfactory.
Client, Hertfordshire
Nigel works with me in my capacity as an accountant, tax adviser and member of STEP. We work in a collaborative environment. I have worked with Nigel for two years and he has been of invaluable service to as number of clients in the field of pensions, inheritance and Estate planning and financial services. All my clients have benefited from working with Nigel.
Client, London
About us

I have been in the Financial Services industry since 1988, having successfully run my own business from 1990 - 2010, following which I decided to merge my business into a larger practice.

I specialise in dealing with clients who are business owners and currently advise a number of Managing Directors who are running profitable businesses. Within my varied client base, I also work with Barristers, Judges, IT Contractors and Retired Individuals.

I also work very closely in conjunction with Accountants and Lawyers, ensuring that their professional services to clients dovetail with my financial advice. As part of this relationship, I often run educational seminars for the clients of these practice's covering topical issues such as Pension freedoms, Inheritance Tax planning strategies and Cash Flow modelling.

Our services

My approach is to work with clients in a pleasant and relaxed manner to ensure that my clients requirements are well discussed and understood. I am then able to produce a clear and concise plan to meet both their financial and lifestyle objectives.In addition to achieving Chartered status I am also a Registered Life Planner as accredited by Kinder Institute. There are only 2% of IFAS who hold both qualifications. As RLP I follow a structured approach where I link money to your future Life goals / aims and objectives dreams and aspirations.

Where to find us
Head office address: Heron Tower, 110 Bishopsgate, London, EC2M 4AD
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
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
Response rating
7.0/10
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FCA authorised
Last authorised 27th June 2022

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