Simon Jenkins 2plan Wealth Management
SJ
Financial Advisors
Simon Jenkins 2plan Wealth Management
49 Grange Rd, Shrewsbury SY3 9DG
# Simon Jenkins 2plan Wealth Management
Simon Jenkins is an independent financial adviser based in Shrewsbury who provides comprehensive financial guidance to individuals navigating their money decisions throughout all life stages. Operating as part of 2plan Wealth Management, a national advisory firm, Simon combines the personalised service of a local practitioner with the resources and expertise of a larger organisation.
The business serves clients across a broad spectrum of financial needs, from first-time mortgage buyers through to retirees managing investment portfolios. Simon's approach centres on understanding each client's unique circumstances and priorities, then providing tailored recommendations drawn from the entire financial marketplace.
What distinguishes Simon Jenkins from many competitors is his independence status. Unlike advisers tied to specific banks or insurance companies, his recommendations are guided solely by client suitability rather than corporate interests. This independence, coupled with his extensive industry experience and current FCA authorisation with an up-to-date Statement of Professional Standing Certificate, provides clients with reassurance regarding both his credentials and ongoing professional development.
The business also leverages a network of trusted professional relationships with accountants, solicitors and estate agents, enabling clients to access wider support beyond pure financial advice. Simon's structured four-step process—consultation, advice, implementation and ongoing service—ensures systematic planning and continuous portfolio assessment. By emphasising how much money clients retain rather than earn, the business positions itself around wealth preservation and effective growth strategies for long-term financial security.
Simon Jenkins is an independent financial adviser based in Shrewsbury who provides comprehensive financial guidance to individuals navigating their money decisions throughout all life stages. Operating as part of 2plan Wealth Management, a national advisory firm, Simon combines the personalised service of a local practitioner with the resources and expertise of a larger organisation.
The business serves clients across a broad spectrum of financial needs, from first-time mortgage buyers through to retirees managing investment portfolios. Simon's approach centres on understanding each client's unique circumstances and priorities, then providing tailored recommendations drawn from the entire financial marketplace.
What distinguishes Simon Jenkins from many competitors is his independence status. Unlike advisers tied to specific banks or insurance companies, his recommendations are guided solely by client suitability rather than corporate interests. This independence, coupled with his extensive industry experience and current FCA authorisation with an up-to-date Statement of Professional Standing Certificate, provides clients with reassurance regarding both his credentials and ongoing professional development.
The business also leverages a network of trusted professional relationships with accountants, solicitors and estate agents, enabling clients to access wider support beyond pure financial advice. Simon's structured four-step process—consultation, advice, implementation and ongoing service—ensures systematic planning and continuous portfolio assessment. By emphasising how much money clients retain rather than earn, the business positions itself around wealth preservation and effective growth strategies for long-term financial security.
Services offered
Financial protection insuranceMortgage adviceInvestment planningRetirement planningSuitability assessmentsAnnual portfolio reviewsEstate planning coordinationOngoing financial guidance