2plan
, RH19 1AB
East Grinstead, West Sussex
Business profile
2Plan Ltd is a national firm of Independent Financial Advisers. 2plan Ltd is authorised and regulated by the Financial Services Authority. Kieron Robertson is an Estate Planner and Adviser with 2Plan Ltd. After graduating in Economics & Financial Services Kieron became an adviser in 1997. Now based in Sussex, with clients throughout the Southeast, over 10 years experience and apara-planning service, headed by a Chartered Financial Planner, you can be sure of completely unbiased advice together with the ability of sourcing the most suitable option(s) for your circumstances.In addition, being independent means that every client has the choice to pay for their advice by way of fees, commission or a combination of both - therefore offering the greatest flexibility in choice.Areas of advice - Estate Planning (including Inheritance Tax; Wills; Trusts etc); Long Term Care Fees; Savings/Investments & Retirement/Pensions.The FSA do not regulate Will Writing or Tax planning