David Davies T/A 2 Plan Ltd
10 Parc Starling, , Carmarthen, Carmarthenshire, SA31 3HX
We can advise you on
Pensions & Retirement
Financial Planning
Investments
Savings
Insurance & Protection
Tax & Trust Planning
Business
Corporate
Healthcare
Investment & Savings
Pension
Income Protection
Face to Face
Online (Live chat, video, email)
Telephone
Pensions & Retirement Planning
Pensions Transfer
Pension Drawdown
Pensions Review
Pension Consolidation
Annuity Purchase
SIPPs
Auto Enrolment
Pensions & Divorce
Stakeholder
£20,000+
Investing for Income
ISA
Investment Trusts
OEICs
Ethical Investments
Offshore Investments
Socially Responsible Investments
Inheritance Tax Planning
Lump Sum
Regular Savings
Savings for Children
School Fees Planning
University Fees & Education Fees
Anniversaries
Special Birthdays
Life Insurance
Critical Illness
Healthcare
Payment Protection Insurance
Income Protection Insurance
Accident & Sickness
Small Business
Estate Planning
Corporate Pension
Group Pension/Stakeholder
Group Life Insurance
Group Protection/Life Insurance
Inheritance Tax Planning
Savings
Target Retirement Income
About us
This is what I aim to do, 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.
Working with 2plan 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?
Our services
I offer advice on all areas of financial planning but specialise in all things pension related and regularly and routinely advise on investments, savings and protection & mortgages. I recognise we all lead busy lives so I offer my services at any time of the day or evening at home or the workplace in person or remotely via the internet or telephone.
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David Davies
This service is free for you to use, but the Financial Adviser we match you with will be charged for the enquiry. They will at some future point charge you for their services. Please only click submit if you still wish to proceed.
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