17th July 2017

2plan Wealth Management

Independent Financial Adviser The Old Church, Quicks Road, Wimbledon, London, SW19 1EX

We can advise you on

Buy to let
Commercial for individuals
First time buyers
Flexible
Home reversion
Remortgage
Residential
Self employed

Looking for advice? We're here to help you Call the Unbiased team 0800 020 9991

Meet our advisers

Philip Holton

Qualifications & Accreditations Hide qualifications

ACIB Pre 1996 - Associate of the Chartered Institute of Bankers (IFS)

This qualification assessed the knowledge and skills to enhance the career and promotion prospects of those aspiring to middle and senior management positions.

CeMAP - Certificate in Mortgage Advice and Practice (IFS)

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.

CeRER - Certificate in Regulated Equity Release (IFS)

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

Where to find us

About us

2plan is a well established, National IFA with many offices around the UK. Personally, I have worked in financial services and banking for over 35 years and have extensive financial and mortgage knowledge and experience. Arranging a mortgage can be a daunting prospect and so we help at all stages of the process and try to make it as painless and understanding as possible. Whatever your specific mortgage requirements, we ensure that we find the best solution for your particular needs and preferences. We assess the whole mortgage marketplace before giving my comments and recommendations and will provide advise based on virtually all mortgages available. We offer a FREE, no obligation consultation with NO UP-FRONT FEES. Fees may apply when relevant advice is given.

Looking for advice? We're here to help you Call the Unbiased team 0800 020 9991

We can advise you on

Buy to let
Commercial for individuals
First time buyers
Flexible
Home reversion
Remortgage
Residential
Self employed

Preferred clients

Minimum wealth (income/assets)

£0

Looking for advice? We're here to help you Call the Unbiased team 0800 020 9991

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