Clients

Find out how 2plan can help you

Our Services

Consultation

This is where we get to know each other. We'll explain what we offer, how we work and the cost of our services, and we’ll listen closely to you.

Advice

We'll develop a financial strategy tailored to your needs.

Implementation

We'll help you with the paper work, liaise with the providers and make sure everything runs smoothly for you.

Ongoing Service

An ongoing service with a separate charge, allows us to assess the continued suitability, track your attitude to risk and gives you ongoing access to your adviser.

Our primary focus is on the provision of wealth management services for private investors and corporate clients throughout the UK. The range of services covers all aspects of pensions, investments, insurance and mortgage business.

Our business model centres on highly structured technology-based processes. This enables us to deliver a highly streamlined cost-efficient service proposition for all our clients.

Protection

We can provide you with expert advice on the most effective means of protecting your financial future and the long-term well being of your family, should any difficult circumstances arise.

Investments & Regular Savings

The art of sound investment planning sits at the heart of helping you to reach your key financial objectives. Our dedicated risk profiling system and breadth of investment solutions will enable your adviser to develop with you a range of strategies designed to match your longer term financial goals.

Retirement Planning

Planning for your future retirement and managing the period of retirement has become increasingly important especially with people living longer and the greater choice now available when accessing your pension fund.

Mortgages

For many people, buying a home will be the largest single investment they make, and trying to pick and secure the best deal from hundreds of lenders can seem almost impossible. Whether you are a first time buyer, moving home, looking to re-mortgage, downsize, or purchase a second property, our advisers bring the latest products paired with solid advice, all specifically matched to your requirements and budget.


What to expect as a client

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 from a qualified adviser

Our advisers are some of the very best around and can offer 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 details 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

Our expert head office team are hot on all the official matters, making it easy for our advisers 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)

Established in 2007, we have bulletproof processes and compliance and conduct are always at the fore of our practice.


Contact Us

Get in touch to find out how 2plan can help you.

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