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Based in Kingston-upon-Thames
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As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
I have 25 years plus experience in providing advice and helping my clients with all their financial needs from when I first entered financial services in Aberdeen, moving to London and then the Middle East for a couple of years, however I have been based in South West London and the City of London since 2004. As an Independent Financial Adviser I am not restricted in any way and can advise you on products from the whole of the financial marketplace. That means that I will provide the most suitable solution for your individual needs and circumstances. I provide whole of market advice primarily specialising in the areas of Investment & Portfolio Planning, ISAs, Unit Trusts, Pension and Annuity advice, Long Term Care, and Life / Critical illness protection. I always treat people fairly and use my knowledge, experience and research to provide advice, products and services that are suitable for your current and foreseeable future needs, but in a way that is easy to understand and ensures that you are in control of your own finances. K.I.S.S. = Keep It Simple Sandy. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
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. Bridgewater Place, Water Lane, Leeds, LS11 5BZ.
Registered in England and Wales Number: 05998270
VAT Registered:894679251