2plan Wealth Management & IFA
47 Merton Road
, RG21 5UB
Basingstoke
, Hampshire
Business profile
2plan Wealth Management & IFA is a relatively new company but founded on many years of experience in the financial services market.2plan offers bespoke independent financial advice to businesses and private clients. We are not tied to any providers we always ensure that our clients needs are put first which means that we can always choose the best possible outcome without bias.we operate within the whole of market which means we can access the widest range of services ranging from mortgages, pensions, investments and protection policies.We also offer a tax planning service to enable clients to pass on their wealth with minimal inheritance tax but also to enjoy as much of their wealth as possible during their lifetime by avoiding unnecesary income tax.Each client outcome is unique as we tailor our solutions to meet your individual needs. We have appointments available during the day, evening or weekend and often see clients in the comfort of their own home - or office.
Posts
Full Financial Planning Reviews
An assessment of your current financial status, exploration...
Financial Planning Reviews
Life changes, so should your financial planning.When was the...
Protection and Insurance
We provide a full protection service incorporating life and...
Pensions and Retirement Planning
We offer a holistic retirement planning service designed to...
Mortgages
We can arrange all types of mortgage, including home buyers,...