Financial Advisers

When it comes to financial advice good recommendations are essential. Here Local Mums give their recommendations for financial advisers.


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"I have been working with†Dylan Davies†for a year now as my Financial Adviser and have found him to be a very sincere, clear and diligent person who has provided financial advice with honesty and integrity. He has been very thorough and transparent with the information and advice provided and has always made sure that I understand and am happy with the advice he's given. I also feel that he has always acted with my best interests at heart. I am happy with the performance of the financial products that I have invested in so far and definitely plan to continue working with Dylan in the future regarding my financial affairs."†Rommell Wallace

Dylan Davies

Independent Financial Adviser
Dealing with financial matters can be complicated in this day and age with thousands of products available, not to mention confusing terminology.†

As your independent financial adviser I can help you make sense of it all and work to achieve your personal financial goals.†

I have been a financial adviser for five years and I am qualified to diploma status which means that I have a achieved the required standards to perform in financial services come 2013 when the industry changes under the Retail Distribution Review (RDR) come into effect.†

I am a dedicated professional offering a bespoke service for my clients.

About 2plan wealth management Ltd

2plan wealth management Ltdare a National IFA business providing independent, whole of market advice, structure and complete compliance and technology services to self-employed financial advisers across the UK.

Contact Dylan:
Dylan Davies
Independent Financial Adviser
2plan wealth management Ltd
FSA No DRD01045
Mob: 07738121530

2plan wealth management Ltd is authorised and regulated by the Financial Services Authority. It is entered on the FSA register ( under reference 461598.

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