2Plan Wealth Management Ltd - Independent Financial Advice
2W
Financial Advisors
2Plan Wealth Management Ltd - Independent Financial Advice
The Pinnacle, Milton Keynes MK9 1BP
# 2Plan Wealth Management Ltd
2Plan Wealth Management, based in Milton Keynes, is an independent financial advisory firm led by Reece Jones. The business provides comprehensive financial guidance across mortgages, investments, protection planning and retirement strategies, serving clients throughout their entire financial journey from first-time buyers to retirees.
What distinguishes 2Plan is its independence. Unlike advisers tied to specific banks or insurers, the firm can access the entire financial marketplace and recommend products based solely on what's right for each client. This approach, combined with the backing of a national advisory network, delivers personalised service with institutional resources including advanced technology and expert support teams.
The firm works with clients through a structured four-step process: initial consultation to understand goals and circumstances; detailed advice and product research culminating in a suitability report; implementation of recommendations; and ongoing annual reviews to ensure continued relevance.
Reece Jones brings substantial experience navigating clients through complex financial decisions. The firm emphasises professional credentials—all advisers maintain current Statement of Professional Standing Certificates, demonstrating FCA authorisation, annual compliance with 35+ hours of professional training, and adherence to a strict code of ethics. This transparency reassures clients they're working with properly qualified, continuously updated professionals.
2Plan also leverages relationships with accountants, solicitors and estate agents, extending value through trusted professional networks. The emphasis throughout is personal understanding—recognising that every client's circumstances and priorities are unique.
2Plan Wealth Management, based in Milton Keynes, is an independent financial advisory firm led by Reece Jones. The business provides comprehensive financial guidance across mortgages, investments, protection planning and retirement strategies, serving clients throughout their entire financial journey from first-time buyers to retirees.
What distinguishes 2Plan is its independence. Unlike advisers tied to specific banks or insurers, the firm can access the entire financial marketplace and recommend products based solely on what's right for each client. This approach, combined with the backing of a national advisory network, delivers personalised service with institutional resources including advanced technology and expert support teams.
The firm works with clients through a structured four-step process: initial consultation to understand goals and circumstances; detailed advice and product research culminating in a suitability report; implementation of recommendations; and ongoing annual reviews to ensure continued relevance.
Reece Jones brings substantial experience navigating clients through complex financial decisions. The firm emphasises professional credentials—all advisers maintain current Statement of Professional Standing Certificates, demonstrating FCA authorisation, annual compliance with 35+ hours of professional training, and adherence to a strict code of ethics. This transparency reassures clients they're working with properly qualified, continuously updated professionals.
2Plan also leverages relationships with accountants, solicitors and estate agents, extending value through trusted professional networks. The emphasis throughout is personal understanding—recognising that every client's circumstances and priorities are unique.
Services offered
Mortgage adviceInvestment planningFinancial protectionRetirement planningOngoing portfolio reviewsWealth managementProtection insuranceEstate planning