2plan Wealth Management Ltd

We got in contact with Samantha after visiting and following her Facebook page, we always check Google reviews and whilst she only had 2 at the time but they were both 5* so we took a chance and asked her to consolidate our pensions. We can't express how grateful we are. Our Pensions are now more organised and we finally feel on course for a great retirement. Samantha was very kind and told us how it is with no jargon. She even sent me a birthday card!! Very refreshing! Thanks Samantha!
Sep 20th, 2020

Sam goes above & beyond when it comes to financial advice. She is approachable & present at all times to support & guide you through your money matters. She is also realistic & honest when it counts. She has been a tremendous support to our family & ourselves
Sep 29th, 2022

Samantha is very professional and always gives the best mortgage/financial advice. I have used her services over the last couple years and can't fault it.
Aug 17th, 2022

Aug 9th, 2022

Samantha has been really helpful in enabling me to make decisions about my finances. She took the time to listen to me without rushing me and come up with a package which suited me. There were some issues to overcome but she was able to resolve. I have every confidence in her able to help me with other issues
Nov 20th, 2020