Richard Holmes – 2plan wealth management

Independent Financial Adviser 30 Eastwood, Cambridgeshire, Chatteris, PE16 6RU
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
16th September 2019
Offering good, honest and straightforward financial advice you can trust. Contact me for personalised independent financial advice.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pensions review
    • Pensions transfer
    • Wealth management
    • ISAs
    • Investing for income
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
Meet our advisers
Richard Holmes DipFA
Independent Financial Adviser
Accreditations
Certified Financial Planner
What our clients say
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.
Mr D Mott, Chatteris
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.
Mr M Tyler, March
Very helpful with all are questions. We feel confident with Richard dealing with are finances. Happy in all aspects.
Mrs D Rayner, Chatteris
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.
Mr J Peart, Peterborough
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.
Mr J Shaw, Huntingdon
Where to find us

30 Eastwood, Cambridgeshire, Chatteris, PE16 6RU

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register (www.fca.org.uk) under reference 461598.
Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ.

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