2plan wealth management Ltd

Welcome to 2plan wealth management Ltd. 

2 plan wealth management Ltd., Malvern is run by Gary Morris, Sean Jones and Stuart Ridley. 

Whether your enquiry is on a personal or corporate basis, the major financial decisions that you make will have significant and life-changing consequences. It is therefore essential that you seek professional independent financial advice from people you can trust.

Gary Morris, a highly qualified, very experienced and multi-award winning, Chartered Financial Planner and Independent Financial Adviser (IFA). Gary specialises in pension and retirement planning, investment management, and inheritance tax and trusts.

Gary has 17 years of experience in financial management. Qualified to Advanced Diploma level, he is a Chartered Financial Adviser.  Gary is one of only three independent financial advisers within the county to achieve Chartered Insurance Institute Fellow award; the premier qualification available.

As one of the best-known financial advisers in Worcestershire, Gary provides specialist advice on BBC Hereford and Worcester and Radio Wyvern, and in 2010 won the FT Adviser Mystery Shopper award for Malvern.

Whether you’re looking for a pension plan, assistance with inheritance tax planning, wealth management, or investment management, Gary will apply his expertise and knowledge to create a financial strategy to meet your objectives in the most tax efficient way possible.

Sean Jones, a highly qualified Independent Financial Adviser (IFA) specialising in pension and retirement planning, investment management, and Equity Release.

Sean has 22 years of experience in financial management. Qualified to Diploma level, and currently working towards Chartered Financial Adviser Status. 

Sean has also been the financial voice of BBC Hereford and Worcester for over 10 years and still continues to offer financial advice and comment over the local airwaves.

Whether you’re looking for a pension plan, assistance with inheritance tax planning*, wealth management, or investment management, Sean will apply his expertise and knowledge to create a financial strategy to meet your objectives in the most tax efficient way possible. * The FCA do not regulate tax planning.

Stuart Ridley, a highly qualified Independent Financial Adviser (IFA) specialising in retirement planning, investment management, tax planning, inheritance tax planning and protection. * The FCA does not regulate tax planning.

Stuart has over 19 years of experience in financial management. Qualified to Diploma level, and currently working towards additional exams leading to a Chartered Financial Adviser Status.

Should you require assistance with your personal finances Stuart would be happy to work with you to create a financial strategy to meet your objectives in the most tax efficient way possible.

About 2plan

2plan wealth management Ltd is a national, independent, whole of market, firm of financial advisers (IFAs) and is authorised and regulated by the Financial Conduct Authority. 2plan provides structure and complete compliance and technology services to self-employed financial advisers across the UK.

The IFAs are equipped with the latest technology services available in order for them to provide enhanced services to their clients, build professional business relationships and ensure we always treat our customers fairly.

Working with 2plan, Gary, Sean and Stuart offer a high quality, personalised service, but with access to the very best software and systems that only a large company can sustain.

They cover the whole financial services market. Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy we have the expertise to provide the answer.

They both provide professional financial advice in a straightforward, easy to understand manner. They will work with you to identify your financial goals, before creating a tailored plan that will enable you to reach them in the most efficient way possible.

Contact us

Address: Spring Lane South, Malvern, Worcestershire WR14 1BJ

Phone: 01684 588188

2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority.It is entered on the FCA register (www.fca.org.uk) under reference 461598.Registered address: Bridgewater Place, Water Lane, Leeds, LS11 5BZOpenwork Holdings Ltd owns 75% of the share capital of 2plan Group Ltd, 2plan wealth management Ltd's parent company. Openwork Holdings Ltd's ultimate parent company is Zurich Financial Services.Registered in England Number: 05998270 This site is for UK consumers only.