Dorothy Maxwell, IFA part of 2plan wealth management
<phone number hidden>. Providing a comprehensive, professional service offering advice on a variety of products including mortgages, protection, pensions, investment & savings, inheritance tax planning. Best to contact me directly <phone number hidden> if you require my assistance <email address hidden>
Work is conducted on a fee basis for investment and pension work and on fee or commission basis for other work. All costs will be discussed at your first meeting, which will be at our expense.
Buy to let mortgages and estate planning are not regulated by the Financial Conduct Authority
As I am independent I can offer a guiding hand through the maze of products and financial planning strategies. I can help clarify your financial priorities and your short, medium and long term financial goals, your risk tolerance and what you want from life. Then I will make recommendations that will help you meet your financial goals both now and in the future. I try to understand your affairs and explain our solutions clearly and concisely so that you can understand the benefits of the route you have chosen. Aim is to give a comprehensive and considered financial plan
Your home may be repossessed if you do not keep up repayments on your mortgage.
2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered
on the FCA register (<url hidden>) under reference 461598. Registered office: 2plan wealth
management Ltd. 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and
Wales Number: 05998270
33 Evergreen Drive, Beverley Road, Hull, Hull, HU6 7YD
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for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.