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Company details
Written by the company
We are a small company specialising in complete independent wealth management with an emphasis on retirement planning, saving and investment planning, succession and estate planning. We have over 30 years direct experience in advising clients and are happy to meet with you in your home or office. Our first meeting is usually at our cost and enables us to establish the basis of advice. We will disclose and explain all costs and charges at this meeting and agree a way forward. We believe in establishing long term relationships with our clients in order to nurture and reach their financial objectives over the short, medium and long term. Honesty, integrity, good service, going the extra mile - these are the things we believe matter to you, and these are the guiding principles that underpin our approach to business. As an Independent Financial Adviser I am not tied to any particular provider and can advise you on products from across the whole market. I will always take a rounded view of the options – considering factors such as charges, customer service and financial resilience. This means I will offer the most suitable solutions for your individual needs and circumstances.
Contact info
8 Meadowside Road, KY15 5DD, Cupar, United Kingdom
- 01334 655124 or 07968 035448
- john.ballantyne@2plan.com
- johnballantyne.2plan.com
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