Response rating
7.0/10
FCA verified
20th March 2017

2plan wealth management Ltd Guildford

Independent Financial Adviser 10 Pickering Place, Surrey, Guildford, GU2 8AH
We can advise you on
  • Buy to let
  • Equity release
  • First time buyers
  • Flexible
  • High loan to value
  • Remortgage
  • Residential
  • Right to buy
  • Self build
  • Self employed
  • Sub prime
Meet our advisers
adviser-person
Sean Packman Diploma in Investment Planning (DipIP)
Independent Financial Adviser
Where to find us
About us

2plan wealth management Ltd is a national advisory firm. Launched in July 2007 it has grown to become one of the leading firms of Independent Financial Advisers in the UK. Our primary focus is on the provision of independent wealth management services for private investors and corporate clients throughout the UK. Our range of services covers all aspects of pensions, investments, insurance and mortgage business.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum mortgage value
£125,000
Compliance

2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk) under reference 461598.
Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ.

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