About James Munro – 2plan wealth management

Based in the Lenzie and Motherwell area, I can provide advice on products from the whole financial market.
2plan wealth management Ltd is a national, independent, whole of market, firm of financial advisers (IFAs) and is authorised and regulated by the Financial Conduct Authority. 2plan provides structure and complete compliance and technology services to self-employed financial advisers across the UK. The IFAs are equipped with the latest technology services available in order for them to provide enhanced services to their clients, build professional business relationships and ensure we always treat our customers fairly.
Pensions & retirement: