About 2Plan - Wealth Management

I believe in the power of financial advice in transforming peoples lives and their retirement experience. By applying the right advice, investment vehicles and behavioural coaching we can achieve real piece of mind around future planning together.
I build intelligent, holistic & tax-efficient wealth management programmes for my clients.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

  • :
  • Stockbroking services

  • Find the best price for your project, click on a trade to get started