About Pratibha Joshi / 2Plan Wealth Management

I help my clients, who are busy professionals/ business owners to secure their financial future by growing, preserving and protecting their wealth.I help them by advising and implementing the advice that is bespoke to their objectives and circumstances.
I have close to 20 years of experience working in the banking and financial services, in different roles internationally.
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

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