DSNY Wealth Planning LTD
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- 111-115 Ermin Street, Swindon, Wiltshire, SN3 4NH
2plan Wealth Management is a distinguished firm in Swindon that offers expertly tailored financial services in Wiltshire and surrounding areas. Registered by the FCA under number 966782, this firm specialises in a broad range of segments including life insurance, investments, and pensions retirement advice. Renowned for its proficiency in final salary pension transfers, it's trusted for providing regulated advice and comprehensive financial planning. Located conveniently on Ermin Street, 2plan Wealth Management excels in delivering unique solutions that reflect clients' individual needs. They are known for their professional yet approachable style, particularly appreciated by those seeking financial advice for the first time. Trust them to be your reliable partner in all aspects of financial management.
Their team includes 3 financial advisers. Check FCA registration here.
DSNY Wealth Planning LTD are approved by the FCA to give advice on:
Directions to DSNY Wealth Planning LTD from the Motorway
- From the M4,
- Proceed to junction 15, and take the exit for A346 / A419 towards Marlborough / Swindon (E) / Oxford / A420.
- Upon reaching Badbury Roundabout, select the first exit to continue onto Marlborough Rd / A419. Follow A419 thereafter.
- Proceed to the A4312 exit, heading towards A420 / Oxford / Swindon / Gablecross / S. Marston Village / Stratton / Shrivenham.
- At the next roundabout, choose the second exit which continues onto Merlin Way / A420.
- Upon arriving at White Hart, select the first exit to merge onto Oxford Rd / A4312.
- Finally, turn right onto Ermin St. Your destination will be located on the right-hand side.
List of advisers under DSNY Wealth Planning LTD:
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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.