What our clients say
We have always found Richard to be very approachable, knowledgeable and helpful in explaining available options and providing clarification where necessary to enable us to make decisions.
Richard comes over as being very competent in his profession and i can fully recommend him to any future clients that may come his way.
Very helpful with all are questions. We feel confident with Richard dealing with are finances. Happy in all aspects.
I have known Richard for about 9yrs and he has dealt with and advised on any major financial matters I have involved myself in over that time. I have always found Richard to be friendly, approachable, attentive, thorough, knowledgeable and efficient. To date he has dealt with everything professionally, his communication and involvement with us throughout is excellent. I will continue to use Richard with all future matters, I feel confident that he has our best interests at heart and have never felt as though he has let us down in any way. I would recommend Richard to anyone, I\'m sure you will not be disappointed.
I have known Richard for over 14 years. He has helped me build up a lump sum of money. If there are any queries he is always on hand to help. Nothing is too much trouble for him. One of his best assets is to be able to explain things in simple terms that myself and my wife can understand. I always recommend Richard to my friends and family.
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.
I provide a comprehensive bespoke professional service offering advice on a variety of products including pensions, life assurance, ISA's and investments.