Being independent is part of what makes me different. It’s the reason I am free to advise you about products from the entire financial marketplace. I don’t act on behalf of any bank or insurance company. So my recommendations are solely about what’s right for you. Working with 2plan also allows me to offer you all the benefits of a bigger organisation, such as the latest technology, greater financial strength, and the reassurance of a team of experts helping me to get things right first time. I have many years experience of successful financial practice. I advise clients on a wide range of products, helping them to navigate through their financial journey and achieve their aims — from their first mortgage, right through into retirement and all the investment decisions along the way. Of course, every client is unique, and so my approach is entirely personal; the aim is to get to know each individual and understand what’s important to them. As a 2plan adviser I have excellent relationships with professional firms such as accountants, solicitors and estate agents meaning that you can also benefit from a network of trusted professionals.
