Bay Financial Planning
Initial consultation free
Independent
Independent Financial Advice helping you to live your best life with the money you have.
We can advise you on
Clients
helped
14helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£0+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
Ms Sarah Miller
Financial Adviser
Compliance
Bay Financial Planning Planning is a trading name of 2plan wealth management which is authorised and regulated by the Financial Conduct Authority. I do not advise on final salary schemes directly, however, I can arrange an introduction to one of the trusted pension transfer specialists within 2plan Wealth Managment. The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. IHT/Tax Planning is not regulated by the Financial Conduct Authority.
Legal information
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