J Lewis Financial Planning LTD
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- 6 Wareham Road, Lytchett Matravers, Poole, Dorset, BH16 6DP
2plan Wealth Management, located in Lytchett Matravers near Poole, is a trusted provider of comprehensive financial services throughout Dorset and the surrounding areas. As a firm regulated by the FCA (No. 920584), their expert team offers strategic and custom-tailored solutions for life insurance, as well as pensions retirement advice. Highly skilled in executing final salary pension transfers and in-depth financial planning, 2plan Wealth Management also provides sound investment advice. This established firm is recognized for its client-centric approach, often assisting local families in achieving their financial goals. Choose 2plan Wealth Management, your reliable partner for all your financial needs at 6 Wareham Road, BH16 6DP. They uphold a warm and approachable atmosphere without compromising on professionalism and quality financial advice.
Their team includes one financial adviser. Check FCA registration here.
J Lewis Financial Planning LTD are approved by the FCA to give advice on:
Directions to J Lewis Financial Planning LTD from the Motorway
- Depart from the M27.
- Exit toward The New Forest/A337/Lyndhurst.
- Upon reaching Cadnam Interchange, proceed by taking the third exit onto B3079.
- Make a left turn onto Roger Penny Way/B3078 and continue following B3078.
- Make another left turn to remain on B3078.
- Merge onto A338 using the ramp towards A31/M27/Ringwood/Bournemouth/Southampton.
- Continue straight forward to remain on A338.
- At the roundabout, take the third exit onto the A31 ramp that leads you to Wimborne/Bournemouth/Christchurch/A338.
- Then, merge onto A31.
- Once at Palmersford Roundabout, take the second exit whilst remaining on A31.
- Upon reaching Ameysford Roundabout, again, take the second exit whilst staying on A31.
- At Merley Roundabout, proceed by taking the third exit still remaining on A31.
- At Roundhouse Roundabout, take the first exit onto Poole Rd/A350.
- Turn right onto Wimborne Rd.
- Turn left onto Wareham Rd. The destination will be located on your left.
List of advisers under J Lewis Financial Planning LTD:
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