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2plan IFA and Wealth Management

32 Reviews
Highly Recommended
Member 17+ Years
72295
47 Merton Road
Basingstoke
Hampshire
RG21 5UB

Tel:
01256 63****


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Member since : 21 Jan 2008
Manually reviewed : 16 Sep 2011
Last updated : 22 Dec 2023

About 2plan IFA and Wealth Management


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.
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32 FreeIndex Reviews - Ranked 2nd out of 64 UK Financial Advisors

Rating Distribution

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Stuart Urquhart
Basingstoke
Very disappointed with the service and the level of professionalism when using Darren. For someone who works on commission, there was a lack of urgency, options provided and I found him rude. I ended up finding a better deal as I was told "it's tax season and I don't have time to find another deal".
Response : You haven't accurately reflected what happened at all and failed to mention that you were recommended to me by a trusted source that was delighted with my service. It isn't my responsibility to find the evidence to challenge a lender valuation when a client refuses to help out with information about their own neighbourhood. As disappointing as it can be when a firm doesn't agree with your value estimate - without your cooperation my hands are tied. Your lack of desire to assist your own outcome became evident.
Mark Hunter
Newbury
I highly reccomend 2plan and IFA Darren Smith. I am a first time buyer using the help to buy scheme. Darren put me at ease from the start with his calm, efficient approach. Everything was processed on time and I have been regularly updated on the progress of my application. The application was processed without any undue stress and I have ended up with a deal that I am extremely happy with. First class service, thank you. Mark Hunter.
Lauren Ramsay
Basingstoke
Darren Smith has been nothing but helpful through out the entire process. He was available when ever we had a question whether it was via email, text, a phone call or coming over for a meeting. He made sure we understood everything fully and did not mind if he had to go over things a couple of times in order for us to understand something. Would highly recommend to anyone seeking a mortgage.
Melanie Derome
Winchester
We met with Darren when we decided to buy our first property based on a recommendation from a colleague. Darren took us through all of our mortgage options and helped us select the best mortgage for us, and went above and beyond to help us with getting the best price for a home buyers report, as well as connecting us with a solicitor. Darren has been a great source of support throughout the entire home buying process, answering our questions and providing advice where needed. Would definitely recommend him to others looking to purchase a home (especially for the first time! ).
Shai Ahmed
Basingstoke
I found Darren through google and from the initial contact he has been extremely responsive and engaging. Darren has organised critical illness cover and I will continue to work with him for a mortgage and future long term savings plan. Darren is very friendly yet has a professional approach with a great way of explaining things in a language I understand.
Matthew Scott
Basingstoke
Darren Smith at 2Plan has been our financial advisor for about 15 months now, since we started looking to buy a house. In that time he’s helped us every step of the way including securing a great mortgage in a difficult market, various kinds of insurances, and more than that, he’s taken so much of the usual pressure off us that we really don’t know what we’d have done without him. Darren’s service is absolutely impeccable and we highly recommend him and the services he provides.
David Poynton
Basingstoke
Myself and my partner are very grateful to Darren, who has enabled us to purchase our first house together. Having never gone through the process of buying a property, we were looking for somebody open, honest, and approachable, all of which we have certainly found. I have already recommended Darren's services to friends, and feel we have been lucky to source an IFA as helpful and encouraging as he is on our first property.
Clare Randall
Basingstoke
As first time buyers, myself and my partner were in need of a Financial Advisor who could not only aid us in the general day to day processes which arise with purchasing a property, but who we could trust in terms of guidance and personal opinion, all of which we have found to be fantastic from our IFA Darren Smith. Would definately recommend his services to family and friends, and we will certainly be using him again in future.
Lee Childs
Newbury
Darren at 2Plan helped us get our house purchase back on track after our initial application was declined by the lender. The service we received was first rate in terms of speed, quality and taking the stress out of what we were trying to achieve! We have absolutely no hesitation in endorsing both Darren and 2Plan and would thoroughly recommend their services to anyone. We fully intend to build a longer term relationship which we're confident will help us further in achieving our financial objectives.
Matthew Gay
Basingstoke
I was really pleased with the service offered. We required a mortgage to be arranged at short notice and Darren pulled out all the stops to ensure that we had one in place, working through the weekend to ensure our house move was on track. I was offered friendly, no pressure advice that made sure I was making the right decision for me, getting the best offers available. I can't fault the service in any way. I wholeheartedly recommend.
Sara Rutledge
Waterlooville
Darren Smith has facilitated my re mortgage twice now and on both occasions he was able to secure a good,competitive deal for me. I found the service he provided to be very timely and intuitive to my personal needs. I feel Darren and 2Plan have respect from the various martgage providers which helps with transactions. I would definetely use the service provided by Darren and 2Plan in the future and would not hesitate in reccommending them to anyone.
M Ryan
Basingstoke
I used 2Plan to help me obtain a morgage and health/life insurance. I feel they provide exceptional customer service, there to help with any query at anytime. I would recommend this company to anybody who is expecting nothing but a A rated service.
Michael Auerbach
Basingstoke
My wife and I found Darren via a Google search and have since been using his services for both pension planning and general portfolio advice. In both cases, Darren has been superb at helping us improve our situation. He is thorough in his research and clear in his explanations of the complexities involved and we would have no hesitation in recommending his services.
Alec Smith
Waterlooville
I contacted Darren from 2Plan in a bit of a panic after being refused porting our mortgage from our existing lender. Darren was fantastic and arranged us a new deal within days with a different lender. Even though we have had to pay a redemption to the existing lender we will save money over the duration of the mortgage due to the lower rate that was secured. Darren goes out of his way to arrange the best deal for you and as quickly as possible and I would highly recommend his services.
Peter Pace
Cheshunt
We have only been customers of 2Plan for our financial needs more recently but we are continually impressed with their commitment to individual service. Dealing specifically with Darren Smith has installed confidence in a difficult market. Our aim as a family of 3 was to save money with little lifestyle change and Darren is successfully helping achieve that. Communication is prompt, information is up to date and accurate and we can highly recommend Darren and the team. Well done! .
Xavier Fontenille
Kingsbury
2plan handled the mortgage application process for me as a first time buyer. I was given lots of clear advice in person, over the phone, and via email, which made the whole process seem fairly painless. It was daunting buying a flat by myself, but once Darren was involved I felt I had a reliable and available ally in the process. A quick email or conversation with Darren quickly sorted out any confusion or anxiety that arose. I no longer felt like I was doing it by myself, it was brilliant. 2plan also sorted out a private pension for me. Lots of time was taken to explain my options and assess the level of risk which was acceptable to me. I felt very informed and able to make choices, with again, a very reliable ally.
Paul O'Hanlon
Southampton
This is the 3rd mortgage I have arranged with Darren Smith of 2plan and yet again I have received first class service. His attention to detail, and willingness to spend time explaining the ins and outs is brilliant. I would recommend to everyone.
Michael Cowley
Tadley
My pension annuity was valued a lot higher than I expected and I have Darren to thank for that.
Mrs Linda Hankin
Hook
We had good advice and help from Mr Darren smith of 2plan and we were pleased with the help he gave us nothing was to much trouble.
Sean Brookes
Newbury
Darren Smith has been fantastic! We have been looking at various mortgages and options available to us when buying our next house. Darren has not only saved us money on the mortgage but has also given us great financial advice going forward.
Disclaimer : FreeIndex makes every effort to ensure the business information provided by 2plan IFA and Wealth Management is accurate. FreeIndex is not liable for any products or services provided by the business.
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