2 Plan Wealth Management

Financial Advisers (Independent) in Thatcham

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58 Hermitage Green
Hermitage
Thatcham
Berkshire
RG18 9SL

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About

We provide a wide range of financial advice including general financial planning. We can advise on specific areas such as inheritance tax, saving for retirement, school fees funding, protection of income, critical illness cover and investments. We can also provide advice as to how each one of these interacts and affects the other. We operate on a fee or commission basis depending on the nature of the work and a client's preferences.

Trade Bodies / Associations

Fusion Financial Management is a trading name of 2plan Ltd 2plan Ltd is authorised and regulated by the Financial Services Authority. It is entered on the FSA register (www.fsa.gov.uk) under reference 461598. Registered office: 2plan Ltd. Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England Number: 05998270 VAT Registered:894679251

Trading Since

2008

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Products and Services

We offer these payment methods

  • Cheque
  • Direct Debit
  • Standing Order

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