James Munro – 2plan wealth management
Initial consultation free
Independent
Based in the Lenzie and Motherwell area, I can provide advice on products from the whole financial market.
We can advise you on
Clients
helped
85helped
Minimum
pension value
£50k+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
MR James Munro
What our clients say
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Mr & Mrs Donaldson
James has been our FA for the last 10 years, with his help, gentle encouragement and knowledge we have been able to secure a nice nest egg for our retirement, without James advice and personal...
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William Hall
James visited me at my home for free, as a complete novice, he gave me a brief insight into
the financial world enough so that I could understand how things work and what he does.
By the end of our...
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