2plan IFA and Wealth Management

2plan IFA and Wealth Management, in Basingstoke

Established in 2007- and with industry experience dating to 1996- 2plan IFA and Wealth Managers has many years experience in the independent financial advice sector- with the focus on providing a tailored and individual service to private and business clients throughout the region and beyond- 2plan clients can range from the first time buyer or investor to the seasoned buy-to let landlord or experienced investor- from sole traders and small businesses through to larger corporate bodies- The company is located in Basingstoke- Hampshire with a satellite office in Elmer Sands- Bognor Regis- 2plan IFA and Wealth Management has an expanding customer base- located in and around Basingstoke -Hampshire- and Elmer Sands -West Sussex-- However- geography is not a barrier and many clients are in surrounding counties and further afield- 2plan Wealth Management is a National IFA group owned by its shareholders- Darren A Smith -founder member and shareholder- who has worked within the Financial Services industry for many years- Having previously worked for a large Blue Chip Company- and until recently traded as Ashley Law in Basingstoke- Clients benefit from personal service locally- with the added security of a national company authorised by the Financial Conduct Authority whose Members are fully qualified- Darren A Smith is a member of- - The Chartered Insurance Institute -CII-- - The Association of Independent Financial Advisers -AIFA- - The Association of Mortgage Intermediaries -AMI- - The Society of Mortgage Professionals -SMP- - The Chartered Institute of Bankers in Scotland -CIOBS-- In addition to holding the required qualifications as determined by the regulator- the Financial Services Authority- 2plan Independent Financial Advisers also hold additional advanced qualifications which confirm experience to deal with more complex financial needs- This 2plan wealth management IFA already held qualifications in excess of the threshold that took place with implementation of the RDR - 1 January 2013- 2plan Independent Financial Advisers help business and personal clients in Basingstoke -Hampshire-- Elmer Sands -West Sussex-- and throughout the surrounding counties- to review their mortgages -residential- buy to let and commercial-- investments -ISAs- Child Trust Funds- Unit Trusts- Oeics- Bonds-- Pensions and Protection -Life Cover- Critical Illness Cover- Income Protection- Key Person Insurance-- 2plan Independent Financial Advisers and Wealth Managers offer a wide ranging service to a broad variety of clients across the South-

47 Merton Road, Basingstoke, RG21 5UB, United Kingdom.

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