Nigel Shaffer - 2Plan Wealth Management

Independent Financial Adviser  Heron Tower, London, EC2M 4AD
First meeting at adviser's own cost
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
9.3/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Nigel Shaffer
Chartered Financial Planner
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
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.3/10
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FCA authorised
Last authorised 16th November 2020

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