Prior to providing you with any advice we will take time to understand your current needs, circumstances, attitude to risk and capacity for loss. Any advice provided will be confirmed to you in writing.

Professional and personal advice

The very best and up-to-date expert advice tailored to you.

Access to our unique wealth management financial advice process

Everyone does things a bit differently, but we have developed a tried and tested system that delivers in the best interests of our clients.

A commitment to provide transparent costs and charges

We’re always open about fees and we’ll discuss them in detail with you before anything else. 

Access to our Client Access Portal

Our client portal is one of the things our clients love most – it’s easy to use with everything in one place.

Security and safety with an embedded commitment to regulatory and professional standards

The expert head office team at 2plan wealth management are extremely proficient with all the official matters, making it easy for us to give you the very best service.

Support from one of the UK’s leading financial advisory firms, regulated by the Financial Conduct Authority (FCA)

Bulletproof processes, compliance and conduct are always at the forefront of our business.