Financial Advisers (Independent) in Derby
38 Montague Way
As an Independent Financial Adviser I can provide advice on Investments, Retirement Planning and Reviews, Protection for you and family, Unemployment Cover, Property Purchase. I am able to source products and funds from the whole market and build long and trusted professional relationships.
I personally have been involved in the financial services industry for nearly 20 years having been with Pearl Assurance back in 1991 and still have many clients with me from those different days! I then became Independent from year 2000 and recently joined the 2plan group in January 2010. The driving force for me to move was the advanced technology used and perhaps more importantly strong compliance and advice ethics which will protect us all going forward.
2plan wealth management Ltd is a national, independent, whole of market, firm of financial advisers (IFAs) and is authorised and regulated by the Financial Services 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.
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.
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.
Personal Finance Society(PFS). Chartered Insurance Institute(CII), Association of Independent Financial Advisers(AIFA)
critical illness cover,unemployment cover, Investments including tax efficient, Pension reviews, Income protection,Mortgages, building contents insurance, Accident sickness, general financial reviews.
Richard helped me sort out several pensions and gave me clear advice. Richard did a great job for me.
Stephen C - 10/05/2011 | report this review
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