Richard Holmes – 2plan wealth management

Independent Financial Adviser  30 Eastwood, Chatteris, Cambridgeshire, PE16 6RU
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FCA authorised
Last authorised 3rd August 2020
Offering good, honest and straightforward financial advice you can trust. Contact me for personalised independent financial advice.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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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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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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Life insurance
Meet our advisers
Richard Holmes DipFA
Independent Financial Adviser
About us

2plan wealth management Ltd is a national advisory firm consisting of independent financial advisers and mortgage and protection specialists. We pride ourselves on our independent status which is a key foundation to our business model.

Our services

I provide a comprehensive bespoke professional service offering advice on a variety of products including pensions, life assurance, ISA's and investments.

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

30 Eastwood, Cambridgeshire, Chatteris, PE16 6RU

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