Independent Financial Advisor (IFA) in St. Neots, Cambridgeshire

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The problem with many big businesses today is that very often they don't know you even exist, let alone care about you. We aim to benefit our clients with personal advice from a local adviser, with the backing of a national company authorised by the Financial Services Authority whose members are fully qualified.

As independent financial advisers we can provide corporate and personal advice. Whether you are single, raising a family, running your own small business or have progressed to a larger venture we can help with your financial needs. We are able to source products and funds from the whole of the market and build long lasting, professional, trusted relationships with clients ensuring that we treat our customers fairly. We act in the interest of our clients and not any company.

Claire Buchanan, Independent Financial Advisor (IFA) based in St Neots, Cambridgeshire. She specialises in giving advice to individual and corporate clients on a wide range of financial matters and has passed exams in Financial Planning at Diploma level as well as being legally qualified. She has access to PRODUCT ACROSS THE WHOLE MARKET PLACE and is able to give impartial advice to help you understand and take control of your finances. She will explain in plain English what can seem complicated providing a quality service and value for money. Claire is extremely well equipped to provide both existing and new clients a comprehensive and professional financial planning service.

2plan Wealth Management is a National firm of Independent Financial Advisers which prides itself on excellent advice and support to all its clients. With probably the most cutting edge up to date technology available to independent financial advisers and the backing of a paraplanning service overseen by a Chartered Financial Planner.

Find out more by visiting our website: www.clairebuchanan.2plan.com.

Below is a non exhaustive list of the main areas in which advice is given.

Personal Advice

•   Retirement planning
•   Pensions review service
•   Savings and investments - lump sums & regular payments
•   Protection - life cover, income protection, critical illness cover, private medical cover
•   Inheritance tax planning*
•   Will writing service

Corporate Advice

•   Group personal pension plans
•   Group income protection
•   Group life cover
•   Group critical illness
•   Key man protection
•   Partnership protection
•   Share protection

*The FSA do not regulate tax advice or will writing.

Remuneration for advice is transparent and can be by fee, commission or a combination of the two.

For a detailed review of your personal circumstances,
please Email claire.buchanan@2plan.com or telephone Claire on 01480 472530
in confidence and she will arrange a (no obligation) appointment at a time and place to suit you.

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