2plan wealth management Ltd

Independent mortgage adviser  24 Oxenfoord Drive, Pathhead, EH37 5QE
First meeting at adviser's own cost
I am qualified to advise on Mortgages, Equity Release and Protection products
We can advise you on
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Bad credit
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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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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
Response rating
9.0/10
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FCA authorised
Last authorised 26th October 2020
Meet our advisers
Jillian Young
Independent Mortgage and Protection Adviser

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 assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

About us

I am home based and can carry out virtual web cam meetings but I am also happy to visit clients at their home. I cover the Borders, Lothians, Edinburgh and Fife areas. Initial consultation meetings are free.

Where to find us
Head office address: 24 Oxenfoord Drive, Pathhead, EH37 5QE
Preferred clients
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
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.

Response rating
9.0/10
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FCA authorised
Last authorised 26th October 2020

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