2plan Wealth Management

Financial Advisers (Independent) in London

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The Old Church
Quicks Road
Wimbledon
London
SW19 1EX

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Key Services

buy to let mortgage, commercial finance broker, company pension



About

Dealing with financial matters can be complicated in this day and age with thousands of products available, not to mention confusing terminology. We aim to help you make sense of it all and provide the guidance and advice that you seek.

As independent financial advisers, we can provide advice on a wide variety of financial matters e.g. investments, retirement planning, financial protection of your family and/or your business, mortgages etc. (please refer to the "Services" section). We are able to source products and funds from the whole of the market and aim to build long lasting professional, trusted relationships with clients, ensuring that we treat all our customers equally and fairly.

We aim to provide advice in a professional but approachable and helpful manner and in a way that is easily understood (no jargon!). We are able to assist whether you are a private individual, a professional practice, a small business or a larger company.

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