Steve Sims – 2Plan Wealth Management Ltd
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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Pensions & retirement
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Next home / Remortgaging
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Self-employed mortgages
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Financial planning
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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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Offshore investments
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Socially responsible investments
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Savings for children
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School fees planning
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Insurance & protection
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Accident & sickness
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Income protection insurance
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Payment protection insurance
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Tax & trust planning
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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
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Last authorised 11th January 2021
Meet our advisers
Steve Sims
Financial Adviser
What our clients say
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
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
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
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, Devon, PL2 3LF
Preferred clients
Minimum wealth (income/assets)
£0
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
