Dorothy Maxwell (2Plan Wealth Management Ltd)

Independent financial adviser  33 Evergreen Drive, Hull, HU6 7YD
check
FCA authorised
Last authorised 18th October 2021
This is what I aim to do, to help you make good decisions about your money – providing clear information to help you achieve your financial goals.
We can advise you on
check
Buy my next home
check
Buy to let
check
Buying first home
check
Flexible mortgages
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
Meet our advisers
MISS Dorothy Maxwell
Independent Financial Adviser
About us

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

Our services

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

Preferred clients
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

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

Similar advisers near you

Independent Mortgage Adviser 1.93 mi
We’re friendly local experts here to help you every step of the way, finding the right mortgage for you.
 
Independent Mortgage Adviser 3.51 mi
Hi, my name is Richard James Wylder. With 20 years’ experience and having been voted Mortgage Adviser of the Year, we are passionate about mortgages and equity release. Whenever possible, we will give you a same day decision in principle.
 
Independent Financial Adviser 4.18 mi
At Green & Green we do things differently. We keep you updated, informed and educated throughout the entire process. We help to sign post the process and update you throughout so you know exactly where you are at any time. Never leaving you in the dark.
 
Independent Mortgage Adviser 4.3 mi
I work closely with my clients aspiring to build trust and confidence by developing an in-depth knowledge of their personal situation and offering exceptionally high quality, straight forward Mortgage and Protection advice.