2Plan Wealth Management
2W
Financial Advisors
2Plan Wealth Management
The Clifton Centre, Malvern WR14 1BJ
# 2Plan Wealth Management
2Plan Wealth Management, based in Malvern, Worcestershire, is an independent financial advisory firm led by Gary Morris, a Chartered Financial Planner with two decades of experience. As a "Whole of Market" IFA, Gary is not tied to any financial provider, enabling him to source solutions from across the entire market rather than promoting specific products.
The firm serves clients seeking specialist guidance across pension planning, retirement strategies, investment management, and inheritance tax planning. Gary's expertise extends to complex areas including SIPPs, pension drawdown, pension sharing arrangements on divorce, and trust structures. He works with a deliberately limited client base, prioritising quality relationships and proactive, personalised service over volume.
What distinguishes 2Plan Wealth Management is Gary's Chartered status—a qualification held by only 38 independent advisers in Worcestershire and fewer than 20 Fellows of the CII nationally. His credentials are reinforced by multiple industry awards, including the 2010 FT Adviser Mystery Shopper Award and consecutive recognition for treating customers fairly and outstanding contributions to the profession.
Gary's approach centres on a structured four-step process: thorough consultation, comprehensive advice development, implementation, and ongoing service. He emphasises long-term relationships, regular reviews, and adapting strategies as legislation and circumstances change. Rather than offering one-size-fits-all solutions, he tailors financial strategies to individual objectives whilst maximising tax efficiency.
2Plan Wealth Management, based in Malvern, Worcestershire, is an independent financial advisory firm led by Gary Morris, a Chartered Financial Planner with two decades of experience. As a "Whole of Market" IFA, Gary is not tied to any financial provider, enabling him to source solutions from across the entire market rather than promoting specific products.
The firm serves clients seeking specialist guidance across pension planning, retirement strategies, investment management, and inheritance tax planning. Gary's expertise extends to complex areas including SIPPs, pension drawdown, pension sharing arrangements on divorce, and trust structures. He works with a deliberately limited client base, prioritising quality relationships and proactive, personalised service over volume.
What distinguishes 2Plan Wealth Management is Gary's Chartered status—a qualification held by only 38 independent advisers in Worcestershire and fewer than 20 Fellows of the CII nationally. His credentials are reinforced by multiple industry awards, including the 2010 FT Adviser Mystery Shopper Award and consecutive recognition for treating customers fairly and outstanding contributions to the profession.
Gary's approach centres on a structured four-step process: thorough consultation, comprehensive advice development, implementation, and ongoing service. He emphasises long-term relationships, regular reviews, and adapting strategies as legislation and circumstances change. Rather than offering one-size-fits-all solutions, he tailors financial strategies to individual objectives whilst maximising tax efficiency.
Services offered
Pension planningSIPP managementPension drawdown advicePension sharing on divorceInvestment managementInheritance tax planningTrusts and estate planningAnnual suitability reviews