Product Description

• Professional And Friendly
• Financial Services
• Retirement Planning
• Investment Planning
• Mortgage & Equity Release
• FCA Registered

My aim is to help you make good decisions about your money – providing clear information to help you achieve your financial goals.

I am part of 2plan wealth management which is a national advisory firm consisting of Financial Advisers and mortgage and protection specialists.

Being independent is part of what makes me different. It’s the reason I am free to advise you about products from the entire financial marketplace. I don’t act on behalf of any bank or insurance company, so my recommendations are solely about what’s right for you.

Working with 2plan also allows me to offer you all the benefits of a bigger organisation, such as the latest technology, greater financial strength, and the reassurance of a team of experts helping me to get things right first time.

For a conversation about your financial plans, why not get in touch today?

Amber Tree is a trading name of 2plan wealth management Ltd.

2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register (www.fca.org.uk) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England Number: 05998270. Tax planning is not regulated by the Financial Conduct Authority.

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