Sean Jones - 2plan wealth management

Independent Financial Adviser  2 Plan Ltd, Clifton House, Worcestershire, Malvern, WR14 1BJ
First meeting at adviser's own cost
The financial voice on BBC Hereford & Worcester for over 10 years. Professional and understandable independent financial advice.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Equity release
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 27th September 2021
Meet our advisers
MR Sean Jones
What our clients say
" 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
“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
"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
About us

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

Our services

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, WR14 1BJ
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
check
FCA authorised
Last authorised 27th September 2021

Similar advisers near you

Independent Financial Adviser 0 mi
Chartered Financial Planner - highly qualified, experienced, multi-award winner. Specialising in pensions, retirement planning, investment management, inheritance tax & trusts.
 
Independent Financial Adviser 1.35 mi
At Tenet Financial Services we have one goal – to help you achieve financial peace of mind. Our aim is to provide the advice you need and help ensure your finances are in the best possible place to match your individual circumstances and aspirations.
 
Independent Financial Adviser 4.95 mi
Clear and Concise Independent Financial Planning, tailored to your specific needs. Get in touch for your no obligation first review.
 
Independent Financial Adviser 5.16 mi
At Suckling Waddington we have been giving sound financial advice to companies, partnerships and individuals since 1973.