Probert Financial LTD

: Belfield House, Poltimore, Exeter, Devon, EX4 0AE

: FCA Number: 940827

Located in the heart of Devon in Exeter, 2plan Wealth Management is a trusted provider of a range of financial services across the region. As a firm regulated by the Financial Conduct Authority (FCA) under number 940827, they offer reliable advice on life investments, pensions, retirement planning, and more. With their expertise in final salary pension transfers and financial planning, they are deeply committed to guiding clients through their financial journey. 2plan Wealth Management is conveniently situated at Belfield House, Poltimore, emphasizing their close connections to the local communities. They take pride in their approachable style, often working closely with individuals looking for tailored financial solutions. Discover how 2plan Wealth Management can help you secure your financial future.

Their team includes 2 financial advisers. Check FCA registration here.

Probert Financial LTD are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Probert Financial LTD from the Motorway

From the M5:
At junction 17, take the Cribbs Causeway/A4018 exit towards Bristol (W).
Upon reaching the Cribbs Causeway Interchange, proceed to take the fourth exit onto Merlin Road.
Continue onward onto Exit 17, following the signs for Avonmouth/M5.
Merge onto M5.
At junction 28, take the A373 exit towards Honiton / Cullompton / B3181.
Proceed on the ramp leading towards A373.
Turn right onto A373.
At the roundabout, take the second exit onto Station Rd/B3181.
At the next roundabout, take the first exit and remain on Station Rd/B3181. Continue through one roundabout.
Make a left turn onto High St/B3181, and continue to follow B3181.
At the subsequent roundabout, take the first exit onto Exeter Rd/B3181, and continue to follow B3181.
Make a right turn, followed by two left turns.
Continue onto Danes Hill.
Lastly, make three left turns. Your destination will be on the left.

List of advisers under Probert Financial LTD:

Neither Performance Leads Ltd nor any of our affiliates or group companies provides any advice or makes any recommendations in relation to any investment on this site. Nothing displayed on this site constitutes a financial promotion or inducement to investment. All content is provided for navigational, information or contact purposes.

Anything published on this website is for information purposes only and should not be regarded as direct or indirect financial advice. FinancialAdvisers.co.uk accepts no liability arising from advice provided by third parties, either from advisors on our panel or otherwise. FinancialAdvisers.co.uk is a trading style of Performance Leads Ltd.

Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.