2 Plan Wealth Management Ltd
Initial consultation free
Restricted
Every client is unique, and so the approach is entirely personal; the aim is to get to know each individual and understand what’s important to them.
We can advise you on
Clients
helped
78helped
Minimum
pension value
£250k+pension value
Minimum
wealth
£250k+wealth
Minimum
mortgage value
£250k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Trevor Mitchell
Chartered Financial Planner
What our clients say
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Will
Trevor is an excellent advisor. I felt like he really understood my requirements, and was very thorough and diligent in his research. I was impressed with his integrity - clearly acting in my best...
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Graham
I required a mortgage for a buy to let property that is over a commercial property, so I needed specialist advice.
Trevor sourced a mortgage company with great rates and secured the mortgage.
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Emma
Once we had children we wanted to ensure they would be looked after financially should anything happen to my husband and I. Having children also prompted us to think about money differently and we...
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Jon
After having children we wanted to ensure we had the suitable insurance protection in place. We have also been looking for someone who can advise on our investments both for now and the...
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Will
Trevor has been a great help to me with finding the right mortgage. As soon as I find the house, I will be taking the mortgage he recommended. I also plan to speak to Trevor late on in the year...
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