Sodhi Gill at 2Plan Wealth Management

Independent Financial Adviser  5 Eden Close, Leicester, LE2 4JQ
First meeting at adviser's own cost
“It’s not how much money you make but how much money you keep, how hard it works for you, and how many generations you keep it for” Robert Kiyosaki on why people benefit from professional financial advice. This is what I aim to do and help build your plan
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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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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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Mr Sodhi Gill
Chartered Financial Planner

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Accreditations
Chartered financial planner - individual adviser accreditation
About us

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

Being independent is part of what makes me different. It’s the reason I am free to advise you about products from the entire financial marketplace. I don’t act on behalf of any bank or insurance company. So my recommendations are solely about what’s right for you.

Working with 2plan also 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 working to get you the best outcome

For a conversation about your financial plans, why not get in touch today?

Our services

Retirement Planning - Helping you to plan and live your ideal retirement, perhaps retire early or enjoy a phased or flexible retirement.

Estate Planning - Helping you to reduce your Inheritance Tax liabilities, simplify things for your loved ones and protect your legacy for generations to come.

Investment Management - Helping you to build and manage an efficient investment portfolio to achieve your financial goals.

Helping you to fund a new home, refinance existing commercial funding or building a property portfolio in personal or Limited company structures

Simplifying the financial planning process to give you peace of mind

Where to find us
Head office address: 5 Eden Close, Leicester, LE2 4JQ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£251,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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

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