About Luke Cadby-Gledhill at 2Plan Wealth Management Ltd

An Independent Chartered Financial Planner with over 10 years experience, I look to build strong longstanding relationships with my clients and pride myself on my ability to help both personal and business clients achieve their financial goals.
My primary focus now is to assist clients in achieving their financial goals through personalised and tailor-made solutions. Whether it's safeguarding your loved ones or devising comprehensive wealth plans, I am dedicated to providing targeted strategies that align with your unique circumstances.As a valued client, you can expect our partnership to be an ongoing collaboration. We will regularly review your financial situation, ensuring that your personalized financial planning remains on track.Launched in July 2007 we have continuously built on our strengths to become one of the leading wealth management firms in the UK. Our head office administration, technology and regulatory teams provide exceptional support to all our financial advisers around the country, enabling them to deliver the best possible service to clients. The client experience is paramount and all our advisers pride themselves on providing up-to-date advice and building long lasting, professional client relationships. We want all our clients to view 2Plan Wealth Management as their trusted go-to adviser for their financial matters.
Pensions & retirement: