We Are Highly Recommended Financial Advisers.
We know just how different everyone’s financial planning needs are and we ensure that each and everyone of our clients is not treated differently. Clear and concise communication means we know exactly your financial planning requirements are. We create a bespoke financial planning solution which is suitable for you personally. Making sure we never adapt to a “one size fits all” approach.
We are fully committed to providing the following service to all of our clients:
- To deliver a friendly, honest and high level of personal service to our clients dealing with their financial matters in the strictest of confidence.
- To demonstrate responsiveness and flexibility in servicing our clients’ needs.
- To return all client phone calls and correspondence promptly.
- To be a single point of contact for our clients’ financial plans, making it easier for them to track what they have and for us to handle the administrative burden so that they may focus on the more important things in life.
- To provide financial advice and guidance as your investments or pensions mature.
- To work with our clients to help secure the financial future they are looking for; ensuring our clients’ interests come first at all times.
- To explain our recommendations in full and in plain English, avoiding meaningless jargon.
- To keep our clients informed of market and fund management updates via our e-news service, tailored to their individual needs.
- To provide our clients with regular financial reviews.
Would you like to know more or maybe you would like to have a brief chat? Why not give one of our friendly financial advisers a call today on 01483 654135. You won’t be disappointed.
The value of an investment with 2 Plan Wealth Management plc will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.