2 Plan Wealth Management Limited
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- 2plan Ltd, Bridgewater Place, Water Lane, Leeds, West Yorkshire, LS11 5BZ
Welcome to 1. 2 Plan Wealth Management Limited, an FCA regulated firm (No. 461598) based in Leeds, West Yorkshire. Known for delivering expert financial advice in life and retirement planning, we specialise in managing investments, pensions, providing retirement advice, final salary pension transfers, and comprehensive financial planning. Our services are designed to navigate our clients' financial journey with ease, suiting first-time buyers to seasoned investors. While based in the heart of Leeds at Bridgewater Place, Water Lane, our reach extends across several regions, assisting clients to achieve their financial goals. Choose 1. 2 Plan Wealth Management for service that's professional, tailored, and thoroughly trustworthy.
Their team includes 198 financial advisers and 49 mortgage brokers. Check FCA registration here.
2 Plan Wealth Management Limited are approved by the FCA to give advice on:
Directions to 2 Plan Wealth Management Limited from the Motorway
- From the M1, proceed to the M69 ramp towards Birmingham and Coventry. At the roundabout, choose the fourth exit leading to the M1 ramp toward Nottingham, Newark, and Leicester (North). Merge onto M1. Take a mild right turn onto the M621, following signs for Leeds (Centre).
- At junction 3, take the exit towards Leeds City South, Leeds City West, A653, and Holbeck. Proceed by merging onto Dewsbury Road, also known as A653. Continue straight on A653. Take a slight right onto Meadow Road, still on A653. Make a slight left to stay on Meadow Road, and continue on A653.
- Proceed straight onto Victoria Road. Make a left turn onto Water Lane. Finally, make another left turn to reach your destination, which will be on your left-hand side.
List of advisers under 2 Plan Wealth Management Limited:
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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.