Paul Urmston

Independent Financial Adviser at 2plan Wealth Management Ltd

Paul Urmston's Professional Contact Details

Email (Verified)
****@2plan.com
HQ
+44 7900 151526
Location
Madresfield, England, United Kingdom
Company
2plan Wealth Management Ltd
Person Seniority
entry
Person Functions
finance
Location Postal Code
WR13

Paul Urmston's Current Company Details

2plan wealth management is one of the leading nationwide IFA firms in the UK, providing independent financial advice backed up by high quality service and support. 2plan wealth management offers fina...
2plan wealth management is one of the leading nationwide IFA firms in the UK, providing independent financial advice backed up by high quality service and support. 2plan wealth management offers financial advisers a ‘safe environment' to work in that gives them the ability to get on with what they do best – advising clients. We are very proud of our independent status and committed to advising on products from right across the market that deliver the right result for the client. Our IFAs can access everything they need all in one place, including some of the best integrated, secure IT solutions in the market; superb marketing materials including brochures, newsletters and websites; administrative back-up; regulatory and compliance support; and research capability. If you are interested in joining us and finding out how simple it can actually be to operate as an IFA while delivering real value to clients, please contact us on 0113 302 1360
Founded Year
2007
Organization Website
2plan.com
Organization Languages
English
Organization Revenue
75000
Current Technologies
outlook
office 365
apache
google analytics
google maps
wordpress org

Job Functions

Finance
Entrepreneurship
Business Development
Consulting
Support
financial planning
wealth management
professional independent financial advice
regulatoryled with awardwinning technology
finance
investment management

Paul Urmston's Work History and Education

2plan wealth management Ltd
Independent Financial Adviser
2011 - Present

Colleagues at 2plan Wealth Management Ltd

Independent Financial Adviser
Independent Financial Advisor
Chartered Financial Planner - Independent Financial Adviser
Independent Financial Adviser
Financial Adviser

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