"For the last 20 years, Sean with the 2Plan team have managed my investments, guiding them through the tricky times and positioning them to provide a good level of growth. During this time Sean has ensured investments are right for myself and situation, not just giving a short term view, I would happily recommend his financial services."
Martin L, Malvern
“Sean at 2Plan has been providing advice and help with our investments for a number of years. He is very personable and manages to strike the right balance between professionalism and friendliness, so that it is always a pleasure to work with him. The overall service has been consistently excellent over many years."
Michael G, Droitwich
" I have know Sean for some 26 years and he has handled all my financial investments over this long period and as I am an ethical and cautious investor Sean gives me an excellent investment service. Over the past years, he has helped me to build up a sound portfolio that is tax efficient and making good steady returns. Our regular meetings are both efficient and sometime numerous, but Sean always remains up to date with financial knowledge and is true profession ”
Ken B, Worcester
Working with 2plan, Sean offers a high quality, personalised service, but with access to the very best software and systems that only a large company can sustain.
He covers the whole financial services market. Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy he has the expertise to provide the answer.
He provides professional financial advice in a straightforward, easy to understand manner. He will work with you to identify your financial goals, before creating a tailored plan that will enable you to reach them in the most efficient way possible
Sean has 23 years of experience in financial management. Qualified to Diploma level, and currently working towards Chartered Financial Adviser status, Sean has also been the financial voice of BBC Hereford and Worcester for over 10 years and still continues to offer advice and comment over the local airwaves. Whether you’re looking for a pension plan, assistance with Inheritance Tax planning or wealth/investment management, Sean will apply his expertise and knowledge in a straight forward manner to create a financial strategy to meet your objectives in the most tax efficient way possible.
Where to find us
Head office address: 2 Plan Ltd, Clifton House, Unit 2 the Clifton Centre, Spring Lane South, Worcestershire, Malvern, WR14 1BJ
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