Steve Sims – 2Plan Wealth Management Ltd

Independent Financial Adviser  73 Beaconfield Road, Plymouth, Devon, PL2 3LF
First meeting at adviser's own cost
Fully qualified adviser with 12 years experience offering friendly impartial advice for individuals and corporate clients
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension drawdown
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Pensions review
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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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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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Estate planning
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Taxation planning
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Employee benefits
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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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Sharia finance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 20th September 2021
Meet our advisers
MR Steve Sims
Financial Adviser
What our clients say
I was extremely pleased with the advice and service Steve provided. It was professional, understandable and most of all he provided me with a real honest opinion on the policy best suited to my circumstances. I would be happy to recommend him to anyone wishing to obtain friendly but professional independent advice.
Aaron Cusack, Plympton
I contacted Steve to see if I could save money on various insurance policies I have. I found him very easy to talk too and felt he really understood my circumstances. I would definitely recommend him and I now use him for all of my finances
Jayne Thompson, Plymouth
After a recent change in my circumstances I contacted Steve specifically to look at various protection policies and found him very easy to do business with. Everything was explained in a language I could understand and will definitely be using him again as more things come up in the future!
Lisa Lockwood, Plymouth
About us

I specialise in all aspects of 'whole of market' advice in relation to Mortgage, Insurance, Investments and Pensions.

Our services

Throughout my business practices and processes my primary focus is customer satisfaction. Because of my independent status, I am proud to offer the very best and most appropriate impartial financial advice, achieved by having access to an extensive range of products across the whole of the market. I am committed to providing the best possible client experience and build lasting relationships with every customer. Consequently, my aim is to ensure that my customers will view me as a trusted and dependable source of financial advice throughout their lifetime.

Where to find us
Head office address: 73 Beaconfield Road, Beacon Park, Plymouth, PL2 3LF
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
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 20th September 2021

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