Richard F Preston - 2 Plan Wealth Management

Initial consultation free
Independent financial adviser
I truly believe that great financial advice is an ethical principal in achieving positive life and financial outcomes

We can advise you on

98
£50k+
£50k+
£100k+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

MR Richard Preston
Independent Financial Advisor

What our clients say

mr
Miss R
My referred client was looking for a Adviser to review her position following the death of her lifetime partner . She was concerned that her assets where held in many differing investments incurring...
mp
Mr P
Client was concerned and worried that by having too many pension funds from previous employers he would not understand and obtain the best retirement options with consolidation of all plans into one...

Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.
2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register (<url hidden>) under reference 461598.

Registered address: 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Telephone: <phone number hidden>.
Registered in England Number: 05998270.

The FCA address is: 12 Endeavour Square, London. E20 1JN

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