2plan Wealth Management - Financial Advisers - Colchester

2plan Wealth Management is a growing independent financial advice business offering independent 'Whole of Market' advice to clients throughout the local area. The company, which is located in Colchester, was established in 2007 and Richard Chapman the local IFA for this area has many years' experience in the financial advice sector. Using quality IT along with face to face advice.

The business aims to supply businesses and individuals with a professional independent financial planning service and has some of the most up to date cutting edge technology available. The expert fully qualified advisers ensure clients receive the quality of advice expected. The service is intended to help clients meet their financial goals and aspirations every time.

By listening to clients aspirations, needs and concerns, enables detailed financial plans to be produced to suit each client.

2plan provide honest straightforward advice and have the backing of a Chartered Financial Planner.

2plan Wealth Management has an expanding network of clients, located in the local area, including local organisations and also many private clients.

2plan are continuing to expand and are looking for both individual and business clients throughout the Essex and Suffolk area.

Each client has different requirements and 2plan are able to deal with each client in a sensitive and professional manner.

2plan Wealth Management also have strategic alliances with other professional firms such as solicitors and accountants. And are looking to expand this area of the business as well.