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2plan Wealth Management & IFA

Financial Advisors Financial Advisors

Business phone 01256 636437

2plan Wealth Management & IFA

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For Reading Financial Advisers, IFA Reading, Financial Advisers in Reading, Reading Financial Advice, Reading Life Assurance, Reading Financial Advisers, Reading Mortgages, Investments Reading, Reading Pensions, Reading Taxation and General Insurance in Reading please call Darren Smith at 2plan Wealth Management and IFA today.

Although based in Basingstoke, we have clients across Berkshire, Hampshire, Surrey & Sussex. Our advisers see clients in their home or place of work.

Our Company specialises in face to face, quality, professional Independent Financial Advice that you can trust!


Planning for the future is something we all tend to defer, without much persuasion! This can create short and longer term dangers for us both as individuals and as members of a wider association, be it family, business or community.

Our list of services included;

  • Independent Mortgage Advice,
  • Retirement planning,
  • Investment for income or growth,
  • Pensions,
  • General Insurance,
  • Corporate Clients,
  • Taxation & Inheritance tax planning
  • Protection against accidents
  • Sickness and death
  • Financial Planning

Explore our website to find out what is on offer for you or contact us to arrange a free initial face-to-face meeting to discuss your complex financial needs and the bespoke solutions that we can offer you.

We do not sell products arbitrarily, we provide a service and by fully considering your whole situation before making recommendations, we believe we do this very well. We can also tailor our charges to suit you and your budget. Why not give us a try and see what we can do for you.

We look forward to meeting you and offering the kind of service that you have always wanted but seldom found.

For a local Independent Financial advisor that you can trust please visit Darren A Smith at 2plan Wealth Management & IFA.

  • Equity Release & Long Term Care Advice
  • Retirement Planning & Pension Reviews
  • Estate & Tax Planning Advice
  • Investments & Savings, All types of Mortgage
  • Life Assurance/Critical Illness Cover/Income Protection
  • Face to Face Meetings

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Financial Advisors

Contact us

2plan Wealth Management & IFA,
47 Merton Road,
Basingstoke,
Reading,
RG21 5UB

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"I was particularly impressed by the on the ball attitude of Darren, who showed an exceptional knowledge of the market. I highly recommend his professional services."

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2plan Wealth Management & IFA
47 Merton Road,
Basingstoke,
Reading,
RG21 5UB

Tel: 01256 636437
Financial Advisors

We have included a Special Offer Voucher for anyone who finds us on CityLocal.

You can print the voucher out and bring it along when you next come to see us or simply mention the Offer Code if we have included one at the bottom of the voucher or if you visit in person just show the voucher on your mobile device - be it a smartphone or tablet.

You can share this with your friends and family too! You can also email the voucher or add it to your favourite bookmarks for later.

For full terms and conditions regarding this offer, please contact 2plan Wealth Management & IFA.

Available on the app store Available on the android store

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