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CO - Colchester

Forum Wealth
    Management Ltd

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2plan Wealth
    Management



Independent Financial Advisor in Colchester

Independent Financial Advisor (IFA) in Colchester


2plan Wealth Management

Address: 9 Bilsdale Close, Highwoods, Colchester, Essex, CO4 9RF
Telephone: 01206 751608
Mobile: 07973 261959
E-mail: r.chapman@2plan.com
Visit our Web Site: www.rchapman.2plan.com

Contact: Richard A Chapman Cert PFS MAQ

General information

2plan is a National IFA firm which provides excellent advice and support to all its clients. Richard Chapman, Independent Financial Advisor (IFA) in Highwoods, Colchester, specialises in giving advice to individual and corporate clients on a wide range of financial matters and has passed exams in Financial Planning and Mortgages. He has access to the full range of products and services available in the UK and is able, therefore, to give impartial advice to help you solve your financial planning problems and maximise your opportunities. In this way he can provide you with ‘Whole of Market’ choice, value for money and quality service in everyday language.

With 20 years experience, along 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, Richard is extremely well equipped to provide both existing and new clients a comprehensive and professional financial planning service.

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

Below is a table of the main topics on which advice is given. However, this does not cover all areas on which advice can be given.

Personal Advice Corporate and Business Plans
  • Lump Sum Investments
  • Regular Savings Plans
  • Retirement Planning
  • Income Protection
  • Critical Illness
  • Life Cover
  • Long Term Care
  • Mortgages and Re-Mortgages
  • Inheritance Tax Planning
  • Private Medical Insurance
  • Executive Pensions
  • Stakeholder Pensions
  • Group Personal Pensions
  • Group Income Protection
  • Group Life Cover
  • Group Critical Illness
  • Keyman Protection
  • Partnership Protection
  • Share Protection
  • Employee Benefits
  • For a detailed review of your personal circumstances please Email r.chapman@2plan.com
    or telephone Richard on 01206 751608 in confidence and he will arrange a
    (no obligation) appointment at a time and place to suit you.

    The FSA do not regulate tax advice or will writing.

    2plan Ltd is authorised and regulated by the Financial Services Authority.
    It is entered on the FSA register (www.fsa.gov.uk) under reference 461598.
    Registered office: 2plan Ltd, Bridgewater Place, Water Lane, Leeds, LS11 5BZ.
    Registered in England Number: 05998270 VAT Registered: 894679251.


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