First and foremost our focus is our clients. We love to help people and our main objective is to offer trusted advice to help our clients reach their own objectives, making their financial journey stress free.
42 Queens Road
21 Links Terrace
We care about our clients and in our day to day dealings with them, particularly those who are self employed, we have found it extremely beneficial to have relationships with other professionals whom we can recommend. We work alongside SBP Accountants Ltd, a professional accountancy service to add value to our clients situation where required.
If you have a complaint about your adviser, or any financial advice you have received from your adviser, please refer to our GuideTo Making A Complaint or contact us:
2plan wealth management Ltd
3rd Floor, Bridgewater Place
0113 302 1360
9.00am to 5.00pm Monday to Friday - For your protection calls may be firstname.lastname@example.org