Dylan Davies 2plan Wealth Management IFA
Chatham, Kent
Chatham, Kent
I am part of 2plan wealth management which is a national advisory firm consisting of Independent Financial Advisers and mortgage and protection specialists.
Being independent is part of what makes me different. It’s the reason I am free to advise you about products from the entire financial marketplace.
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What do you love most about your job?
I love being able to assist my clients with funding the milestones in their lives, this can range from saving for the deposit on a property to investing to pay for a child's education. I enjoy the trust building process of establishing a relationship with clients, sometimes families, and being involved with some of the major events that effect generations within that household.
What inspired you to start your own business?
I have always been motivated to be self-employed and wanted to challenge myself in that way. I believe that working for yourself in a field you are passionate about brings the best out of an individual as the buck stops with you.
Why should our clients choose you?
I have many years experience of successful financial practice. I advise clients on a wide range of products, helping them to navigate through their financial journey and achieve their aims – from their first mortgage, right through into retirement and all the investment decisions along the way.
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 a 2plan adviser I have excellent relationships with 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 your personal financial needs.
