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47 Merton Road , RG21 5UB Basingstoke , Hampshire  Show map  Hide map
Show me directions to 2plan Wealth Management & IFA

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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...

01/01/1970

Financial Planning Reviews

Life changes, so should your financial planning.When was the...

01/01/1970

Protection and Insurance

We provide a full protection service incorporating life and...

01/01/1970

Pensions and Retirement Planning

We offer a holistic retirement planning service designed to...

01/01/1970

Mortgages

We can arrange all types of mortgage, including home buyers,...

01/01/1970

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