Stephenson Wealth Limited
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- 21 Heath Grove, Harrogate, North Yorkshire, HG2 0PX

2plan Wealth Management, headquartered in Harrogate, North Yorkshire, is a trusted, highly regulated firm by the FCA under registration number 994863. They excel in providing comprehensive life investments and pension retirement advice, with particular expertise in final salary pension transfers. Their financial planning services extend throughout the surrounding regions, ensuring individuals from all walks of life can benefit from their skills and knowledge. Located on Heath Grove, HG2 0PX, they provide reliable advice tailored to each client's individual needs. Offering an approachable service, 2plan serves as a dependable partner for both seasoned investors and first-time financial planners, committed to ensuring their clients' financial wellbeing through regulated, strategic advice.
Their team includes one financial adviser. Check FCA registration here.
Stephenson Wealth Limited are approved by the FCA to give advice on:
Directions to Stephenson Wealth Limited from the Motorway
- Commence your journey going northwest on A1 (M).
- Stay on A1 as you continue your journey.
- Pursue the road onto A1 (M) and follow the signs for Wetherby, Manchester, Leeds, and M62.
- Ensure that you keep to the left to remain on A1 (M).
- At junction 45, utilise the A659 exit with directions to Wetherby, A168, and Otley.
- Upon reaching the roundabout, take the first exit onto Wattle Syke/A659.
- When you arrive at the following roundabout, use the third exit to get onto A168.
- To remain on A168, ensure to stay in the right lane.
- At the subsequent roundabout, take the second exit that leads onto Boston Rd/A661 and continue on A661.
- At the next roundabout, use the first exit leading onto Market Pl/A661 and persist on A661.
- Following this, at the roundabout, take the second exit onto Spofforth Hill/A661 and continue to follow A661.
- Next, at the roundabout, take the second exit onto Harrogate Rd/A661 and persist on A661.
- At the upcoming roundabout, take the second exit onto Wetherby Rd/A661.
- At the Empress Roundabout, take the first exit onto Knaresborough Rd/A6040 and continue on A6040.
- At the Prince of Wales Roundabout, take the second exit onto Otley Rd/B6162.
- Proceed to turn right onto Queen's Rd.
- Following this, turn right onto Cold Bath Rd.
- Next, take a left onto W Cliffe Grove.
- Subsequently, turn left onto W Cliffe Terrace.
- Continue straight onto W Cliffe Mews.
- Lastly, turn left onto Heath Grove. Your destination will be on your left.
List of advisers under Stephenson Wealth Limited:
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