25B St James Avenue East Kilbride Glasgow United Kingdom G74 5QD
01355222534
Key Worker Discount:
£150 discount on initial consultation* for NHS staff, normal cost £150, NHS staff price....no charge!
*max free consultation is 2 hours
We are here to help you realise your ambitions when it comes to financial matters and make your money work for you. We can also help clarify the confusing terminology and huge range of products available to you. Our range of advisory services includes:
•Investing your money wisely
•Retirement planning advice
•Medium to long term savings
•Inheritance tax planning*
•Protection and insurance
•Finding you a mortgage to fit your needs**
As independent financial advisers we are not tied to any particular provider and can advise you on products from the whole financial market. That means we'll provide the most suitable solutions for your individual needs and circumstances.
We use modern technology to help streamline our business, meaning you get information more quickly than ever before. And because we're backed by a team of finance and technology experts at 2plan, you have the peace of mind that you have a strong and experienced team working with you.
* The FCA do not regulate tax advice
** Your home may be repossessed if you do not keep up repayments on your mortgage