Richard F Preston - 2 Plan Wealth Management
Initial consultation free
Independent
I truly believe that great financial advice is an ethical principal in achieving positive life and financial outcomes
We can advise you on
Clients
helped
112helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£100k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
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
Legal information
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