Paul Stewart - 2plan Wealth Management

Independent Financial Adviser Carlton, Nottingham, NG4 3AE
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
12th November 2018
Fully qualified IFA with over 18 years' experience offering friendly and clear impartial advice
We can advise you on
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Buy to let
    • First time buyers
    • Flexible
    • Remortgage
    • Residential
    • Right to buy
    • Self employed
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Buildings and contents
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Estate planning
Meet our advisers
Paul Stewart DipPFS CII(MP)
Independent Financial Adviser
What our clients say
Last year we finally sold our house. We had been on the market for nearly 2 years and were slowly giving up hope. We had a mortgage in principle from our bank but unfortunately when we did the application to buy our new home they refused us. A family member put us in contact with Paul Stewart as a financial advisor who had helped them previously. Paul was sympathetic to our case and was very open and honest with us from the onset in what he could do to help us. The one thing he was sure on was that he could get us a mortgage. Paul took most of the stress and worry away from us and completed searches for mortgage lenders to get us the best deal. The approach we loved the best about Paul is we genuinely felt he was on our side and working for us. He told us the situation straight and advised us not only for the here and now but also looking into the future. He sealed our mortgage offer and we are now settled in our new home. Paul also supported us on our life insurance policy. Some of the financial difficulties we experienced were a result of our youngest child having cancer and I had to take time of work to care for her which put a strain on our finances. Paul has now made sure that if any of our family fell ill again that our life insurance would not only support us through that journey but also ensure our family would be protected and provided for if anything happened to myself or my husband. This piece of mind is priceless. Paul is very professional in his manner, open and honest and knows the industry well. We have booked to see Paul in 2 years to advise us again on our mortgage and we would highly recommend Paul to all our family and friends. Thank you Paul. Love The Giles Family.
Rachael Giles, Nottingham
Where to find us

Carlton, Nottingham, NG4 3AE

Contact us
About us

2plan wealth management Ltd is a national, independent, whole of market, firm of Independent Financial Advisers (IFAs). 2plan provides structure and complete compliance and technology services to self-employed financial advisers across the UK. The IFAs are equipped with the latest technology services available in order for them to provide enhanced services to their clients, build professional business relationships and ensure we always treat our customers fairly.

Our services

Throughout our business practices and processes our primary focus is customer satisfaction. Because of our independent status, we are proud to offer the very best and most appropriate impartial financial advice, achieved by having access to an extensive range of products across the whole of the market. I am committed to providing the best possible client experience and build lasting relationships with every customer. Consequently, my aim is to ensure that my customers will view me as a trusted and dependable source of financial advice throughout their lifetime.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register (www.fca.org.uk) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England Number: 05998270

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