Welcome To Dave Watson’s 2plan Website
Do you need Independent Financial Advice?
Has your mortgage term come to an end? Maybe you are looking to move home. Is your mortgage protected for any unfortunate event?
Will your family have enough money should anything happen to you? Do you have cover in place for any unfortunate events- eg: critical illness, death?
Do you own a business with assets that need protecting should anything unfortunate happen? Have you thought about any financial effects on your business if something did happen?
Do you have savings or investments? Are you getting the most from them? Maybe your attitude to risk has changed. When did you last have a review of an investment portfolio? With regular reviews we can make sure you are getting the most out of your money. This is essential for any portfolio's long term value.
Do you have a pension in place, adequate enough for when you retire? Have you any paid up pensions that you want to review? Are they working to their best? Are your pension arrangements due a review?
Are you reaching Retirement and need advice on your options? Do you wish to see the best options regarding purchasing an Annuity?
These are just some of the reason why you may be looking for advice. Many people are unsure of where to find such advice and this is where I can help. For whatever area of advice you may need I am sure that I will be able to help.
What will the advice cost?
I offer an initial consultation at my own cost then generally offer a commission or fee based approach. Each case is individual but most clients choose the commission option but any fees and commission will always be agreed prior to any work being carried out.
As an independent financial adviser I can provide advice on investments, retirement planning, the financial protection of your family or your business and purchasing property. I am able to source products and funds from the whole of the market and build long lasting professional, trusted relationships with clients ensuring that I treat my customers fairly. I am highly motivated to help you with your short, medium and long-term goals and can assist you in creating a financial strategy that will work for you.
Please browse the site to see how we can help you, and please feel free to use the feedback form to get in touch.
About 2plan
2plan wealth management Ltd is a national, independent, whole of market, firm of financial advisers (IFAs) and is authorised and regulated by the Financial Services Authority. 2plan provides structure and complete compliance and technology services to self-employed financial advisers across the UK. The IFAs are equipped with the latest technology services available in order for them to provide enhanced services to their clients, build professional business relationships and ensure we always treat our customers fairly.