2Plan Wealth Management Limited
Expert in corporate and retail financial services; over 22 years experience in the banking and insurance industry whilst working for some of the top industry players.
Providing bespoke & tailored financial advice to individuals and businesses covering the following areas:
Pensions, Investments, Mortgages, Equity Release, Drawdown, Pension Transfer (including defined benefit pension) and estate /IHT advice planning.
Qualifications - BA (Hons); MSc, Chartered (ifs)
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