2plan wealth management
Location:
180 Laleham Road
TW17 0DB
Shepperton
Middlesex
What We Do...
  • First time buyer Mortgages

  • House Move or Re-Mortgage

  • Buy to Let Mortgages

About 2plan wealth management

About Trevor
As a Chartered Financial Planner with over 34 years experience, I am happy to provide advice for people who want to look at their mortgage options..  My client relationships are built on trust, and I am proud to say that many of my clients have dealt with me throughout my 34 years as a Financial Adviser. I can meet you at your home address at a time that suits you, or we can arrange a meeting at our London office or other location.

Experience & Qualifications

Trevor's Qualifications
Advanced Qualifications

Chartered Financial Planner

All Qualifications

CII - Advanced Diploma in Financial Planning

CII - Certificate in Equity Release

CII - Chartered Financial Planner

CII - Diploma in Financial Planning

CII - Mortgage Advice Qualification

PFS - Fellow

I am a Chartered Financial Adviser and have spent many years studying and learning my profession, as I am a great believer in using knowledge and qualifications to enhance the status of our industry. I am an active member on the committee of the Surrey branch of the Personal Finance Society, the largest professional body for the financial planning profession in the UK.

Regulated by the Financial Conduct Authority.

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