About Richard F Preston - 2 Plan Wealth Management

I truly believe that great financial advice is an ethical principal in achieving positive life and financial outcomes
I have over 30 years experience in financial services. I mainly cover the Nottingham and Derby border area although I do have clients that now stretch the length and breath of the country. As a partner with the national financial advice network, 2Plan Wealth Management a national advisory firm , my aim is to help clients 'Understand, Protect and Increase' their assets.” Active in the investment world and especially the pre retirement & post retirement market I offer a personal and professional service to new and old clients . I also offer advise in many other areas of personal financial planning . Working on a fee basis all costs are discussed at your first meeting which is free and without obligation.
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
  • School fees planning

  • Business:
  • Corporate pension
  • Group pensions
  • Group protection

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