2plan Wealth Management Noman Mushtaq

Independent Financial Adviser  Woodvale Lane, Haywards Heath, RH16 3UQ
First meeting at adviser's own cost
If the current Corona virus pandemic has you worried about your retirement or future financial plans, I'd like to help.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Bad credit
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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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Buying overseas
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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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Right to buy
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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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Traded endowment policies
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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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Critical illness
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Income protection insurance
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Life insurance
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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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EEA
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Rest of world
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Sharia finance
Response rating
7.0/10
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FCA authorised
Last authorised 16th May 2022
Meet our advisers
Noman Mushtaq
About us

I have over 10 years’ experience in the financial services profession; I was a Senior Financial Consultant at Nationwide Building Society for 4 years before moving to HSBC bank as a Premier Relationship Manager/Wealth Manager for a further 4 years.

I am based in Haywards Heath and provide wealth management advice to clients in Sussex, Surrey, London, and throughout south east England.

As an independent financial adviser at Talis IFA I can provide advice on a wide range of topics including investment strategies, inheritance tax planning, life & health insurance, and retirement planning.

Fundamentally my approach is problem-solving – not product-selling. As a result, my clients can always expect to receive the most comprehensive and appropriate advice.

Our services

Right now, at the forefront of your mind will be the safety and wellbeing of those closest to you. As the current crisis impacts the stock market you may be concerned about what this means to your future financial plans, pensions, and investments. Using my robust financial planning process, I can help you take stock and understand whether you are still on track for what you would set out to achieve.

I will not only deal with your immediate financial concerns, but also put a plan in place which aims to ensure you achieve your long-term financial objectives.

Where to find us
Head office address: Woodvale Lane, Haywards Heath, RH16 3UQ
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
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 16th May 2022

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