2plan Wealth Management Ltd.

Independent Financial Adviser  Beech Walk, Tring, HP23 5JQ
First meeting at adviser's own cost
I aim to help you make good decisions about your money – providing clear information to help you achieve your financial goals.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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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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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
Ronnie Christie
Financial Adviser

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

About us

I am an experienced Financial Adviser, working with 2plan Wealth Management, advising clients on a wide range of matters including tax efficient investment, pensions and inheritance tax planning.

2plan wealth management is a national advisory firm consisting of Financial Advisers and mortgage and protection specialists.

Working with 2plan allows me to offer you all the benefits of a bigger organisation, such as the latest technology, greater financial strength, and the reassurance of a team of experts helping me to get things right first time.

Our services

To me, every client is unique. I look to help clients by first understanding what is important to them, their personal and financial circumstances, so that I may then provide appropriate advice tailored to their particular needs.

Where to find us
Head office address: Beech Walk, Tring, HP23 5JQ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

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We are highly approachable and happy to discuss your needs and options informally. Call us today for a chat