2 Plan Wealth Management Limited - Stephen Woodhouse

Independent Financial Adviser  Oaklea, COLCHESTER, CO4 5NH
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FCA authorised
Last authorised 18th January 2021
HURRY SPECIAL OFFER ENDING SOON - half price initial fees on pensions & investments.
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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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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Next home / Remortgaging
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Right to buy
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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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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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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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Stephen Woodhouse Dipfa
IFA
About us

The company is one of the largest in the UK with over 1000 advisors with a wealth of knowledge,yet can save you thousands due to small overheads of individual advisers linked to positive solutions. Many years previously working for CIS,Co-operative bank and Axa.

Our services

Our financial Excellance covers Essex,Kent & London bringing professional advice to your doorstep.
we specialise in understanding your needs.

By giving good honest advice, without the use of jargon, clients are very impressed with our level of service and commitment. Do not delay book, your appointment today!

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Oaklea, Park Lane, Langham, COLCHESTER, CO4 5NH

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