Expertise
- Pensions advice
- Inheritance Tax Planning
- Wealth Management
- Investment Planning
- Financial protection
- Pensions on Divorce
- Business Protection
- ISA's
- investing
- family protection
- Pension Transfers
- Retirement & Pension Planning
- annuities
- Financial Advice
Summary
Lifestyle Financial Planner, Retirement and Investment Specialist with a strong legal background.
There are many things in our lives that never receive the attention they need or deserve and improving our lifestyle or the lives of loved ones should never be one of those.
As a Financial Lifestyle Planner, my focus is assisting individuals and businesses in all financial planning aspects so that they can build and maintain the life they want and deserve.
It is important to understand that the needs of individuals and businesses require different approaches and I pride myself on building long term relationships with clients and being able to assist as a trusted adviser in all financial planning challenges such as:
• You don’t have enough time to plan for your financial future
• You feel like you are paying too much tax
• You have disposable income but do not know what to do with it
• You want to know when can you afford to retire, and can you maintain my current standard of living?
• You want to pass on your wealth and estate in the most tax-efficient way
• How much is enough?
To see how I can help please contact me for a free confidential chat.
Please Note: Any posts are for information and educational purposes only and should not be taken as financial advice.
2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register under reference 461598.
Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
A pension is a long-term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
The Financial Conduct Authority does not regulate Taxation and Inheritance Tax Planning.
Experience
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2Plan Wealth Management Ltd - Adam Gilmore
Independent Financial Adviser
2024 - Current
