2plan wealth management

Financial Services

Independent Financial Adviser

I have 19 years experience as an Independent Financial Adviser. I advise new and existing clients on a wide range of financial planning objectives from helping them to save for their first mortgage right through to protecting their young family, considering retirement provision and saving for a comfortable retirement in a tax efficient manner.

For clients in later life, I also specialise in Lifetime mortgages and Inheritance Tax Planning to help mitigate potential tax liabilities upon their demise.

Of course, every client is unique, and so my approach is entirely personal; the aim is to get to know each individual and understand what’s important to them. As an Independent Financial Adviser I have excellent relationships with local professional firms such as accountants, solicitors and estate agents meaning that you can also benefit from a network of trusted professionals.

In addition, it’s very important for you to be aware of the significant changes that have taken place over the last few years across the financial services sector. In particular, that each regulated financial adviser now has to hold much higher levels of qualification than ever before. In addition to passing the new exams, we must also hold a current “Statement of Professional Standing” (SPS Certificate). This not only indicates that we have signed up to a code of ethics but also that we have completed at least 35 hours of professional training each year, to stay up to date with changes in the industry, taxation and regulation. My SPS Certificate provides positive re-assurance to my clients that not only am I authorised by our Regulator (The Financial Conduct Authority) but also appropriately qualified and up to date.

Give me a call when you’re ready to talk about reviewing your finances and take advantage of a free initial consultation in the comfort of your own home at a time of your choosing.



2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register under reference 461598. You can check this on the Financial Services Register (www.fca.org.uk/register). Registered office: 2plan Ltd. Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England Number: 05998270

Contact Info

32 Park Homer Drive, Colehill, Wimborne, Dorset, BH21 2SR

01202 880439

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Allendale House, Hanham Road, Wimborne BH21 1AS, UK

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