Falkirk Business Hub
45 Vicar Street
Falkirk
Stirlingshire
FK1 1LL
This is not the head office for 2 Plan Wealth Management Limited. To view our head office, click here
2 Plan Wealth Management Limited
Financial Adviser based in Falkirk
About
2plan wealth management Ltd is a national advisory firm. Launched in July 2007 it has grown to become one of the leading firms of Independent Financial Advisers (IFAs) in the UK. Our primary focus is on the provision of independent wealth management services for private investors and corporate clients throughout the UK. Our range of services covers all aspects of pensions, investments, insurance and mortgage business.
We act solely in the best interests of our clients at all times. We do not act on behalf of any product provider, bank or insurance company. The ‘client experience’ is paramount and all our advisers pride themselves in building lasting professional client relationships. We aim to ensure that all our clients will always view their 2plan wealth management adviser as their trusted IFA.
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Regulatory & Compliance
2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register (www.fca.org.uk) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ.
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Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.