Financial Services in Blaenau Ffestiniog
17 High Street
Monday to Friday: 9am - 5pm
Saturday to Sunday: Closed
As independent financial advisers we can provide advice on investments, retirement planning, the financial protection of your family or your business and purchasing property. We are able to source products and funds from the whole of the market and build long lasting professional, trusted relationships with clients ensuring that we treat our customers fairly.
2plan wealth management Ltd is a national, independent, whole of market, firm of financial advisers (IFAs) and is authorised and regulated by the Financial Conduct Authority. 2plan provides structure and complete compliance and technology services to self-employed financial advisers across the UK. The IFAs are equipped with the latest technology services available in order for them to provide enhanced services to their clients, build professional business relationships and ensure we always treat our customers fairly.
We are here to help you realise your ambitions when it comes to financial matters and make your money work for you. We can also help clarify the confusing terminology and huge range of products available to you. We're motivated to help you with your short, medium and long-term goals and can assist you in creating a financial strategy that will work for you.
Investing your money wisely
Protection and insurance
Medium to long term savings
Retirement planning advice
Inheritance tax planning
Finding you a mortgage to fit your needs.
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There is no reason for writing a will to be time-consuming or costly. Wills and trusts can save you money too, as the more you plan now, the less inheritance tax will be payable on your death.
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A LPA (lasting power of attorney) allows you to choose who you would want to manage your affairs. Without a LPA, there will be severe delays and substantial costs as well as a loss of control to a person that you do not know as well as ongoing costs.
Price: Request Quote