2plan Wealth Management Ltd 28 Eley Drive, Rottingdean, Brighton and Hove, Brighton BN2 7FH
About the Business
Welcome to 2plan Wealth Management Ltd, a reputable finance establishment located in the beautiful coastal city of Brighton and Hove. Our offices are situated at 28 Eley Drive in Rottingdean, a quiet and serene neighbourhood that offers a conducive environment for conducting financial transactions.
At 2plan Wealth Management Ltd, we are committed to providing exceptional financial management services to individuals, families and businesses of all sizes. We understand that each client has unique financial needs and goals, and we work closely with them to create bespoke plans that align with their specific objectives.
Our team of experienced financial advisors and planners are passionate about helping clients make informed decisions and take proactive steps towards financial security. With our deep knowledge of the financial market, we can offer expert guidance on a wide range of financial services, including investments, pensions, mortgages, insurance, tax planning and much more.
We take pride in our customer-centric approach and strive to build long-lasting relationships with our clients. Our services are tailored to meet their ever-evolving needs, and we are always on hand to offer support and advice whenever they need us.
If you are looking for a reliable and trustworthy finance establishment that is committed to your financial success, look no further than 2plan Wealth Management Ltd. Visit us at our Rottingdean office today and experience the peace of mind that comes with knowing that your finances are in safe hands.
Photos
Location & Phone number
28 Eley Dr, Rottingdean, Brighton and Hove, Brighton BN2 7FH, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 13:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Sam goes above & beyond when it comes to financial advice. She is approachable & present at all times to support & guide you through your money matters. She is also realistic & honest when it counts. She has been a tremendous support to our family & ourselves"
"Samantha is very professional and always gives the best mortgage/financial advice. I have used her services over the last couple years and can't fault it."
"Samantha has been really helpful in enabling me to make decisions about my finances. She took the time to listen to me without rushing me and come up with a package which suited me. There were some issues to overcome but she was able to resolve. I have every confidence in her able to help me with other issues"
"We got in contact with Samantha after visiting and following her Facebook page, we always check Google reviews and whilst she only had 2 at the time but they were both 5* so we took a chance and asked her to consolidate our pensions. We can't express how grateful we are. Our Pensions are now more organised and we finally feel on course for a great retirement. Samantha was very kind and told us how it is with no jargon. She even sent me a birthday card!! Very refreshing! Thanks Samantha!"
"Sam recently helped us out with a remortgage between lockdowns which involved some extra hoops to jump through. Sam ensured that we had all our ducks in a row before the application so there were no surprises or unnecessary delays. Due to Covid, the process took longer the normal so Sam kept us informed so we did not need to chase, was on hand to on hand to advise whenever needed. Her support is friendly and professional and really did make the process painless. We'd happily recommend Sam to anyone doing anything with a mortgage and pretty sure she will be our first port of call for all financial issues in the future."
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