Now and into the future, protect both you and your family with a tailor-made financial plan suited to your circumstances.
Longfields has an introducer relationship with Independent Financial Advisor Neil Walker of 2plan wealth management Ltd.
Neil carries over 25 years of advisory experience, helping businesses and individuals put their financial plans in place. Whether you’re a farmer, commercial customer a private client, we offer a no-obligation discovery meeting to learn more about your needs. Speak to your Longfields Account Manager today, who will put you in touch with Neil.
Neil’s consultative approach means he takes the time to understand you, your business and your personal requirements. His extensive experience, along with a broad range of marketplace contacts, means he can offer impartial advice based on your needs. He will take the time to source competitive plans and deliver solutions tailored to you.
Neil will be your dedicated advisor and will remain in regular contact with you ensuring your situation doesn’t change, and should it, be able to offer advice on how to make changes to your current plans. He’ll work with you throughout to ensure your plans are on track both now and into the future.
Whether you know exactly what you need or would like some advice on where to start, speak to your Longfields Account Manager today on 01473 784500, 01206 396000, and we will introduce you to Neil and get your financial plan in motion.
Across Suffolk, Essex, Norfolk or Cambridgeshire, get impartial advice on your financial situation today.
2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk ) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England Number: 05998270