Expertise
- Financial Planning
- Pension Planning
- Inheritance Tax Planning
- Financial protection
- Cash Flow Forecasting
- Investment Planning
- Pension Consolidation
- Pension Advice
- Pension contribution
- Pension Sharing
- Investment Bonds
- Investment Advice
- Financial Advice
- IHT and Estate Planning
- IHT
- Inheritance Tax IHT
- ISAs
- Stocks and shares ISA
- personal pensions
- SIPPs
- Income Protection
- Wealth Accumulation
- Wealth Management
- Wealth Preservation and Growth
Summary
I am a Certified and Chartered Financial Planner with over 12 years' experience in wealth management. I am committed to helping individuals and families secure their financial futures. I provide clear, personalised advice, with expertise in pension planning, investment strategies, financial protection, and other areas of wealth management.
I work closely with clients to develop strategies tailored to their goals, whether that’s saving for retirement, planning for the future, or protecting against life’s uncertainties. I understand that financial planning can be complex, so I focus on making it straightforward and actionable.
I take the time to listen to my clients, ensuring I fully understand their aspirations and concerns. This allows me to provide advice that is relevant to their specific circumstances. My approach is centred around building lasting relationships based on trust and respect.
Guiding clients through the stages of their financial journey with integrity and professionalism is my priority. Whether you're looking to grow your wealth, protect your family’s financial security, or plan for retirement, I’m here to help you achieve your goals with confidence.
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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 Ltd. Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270.
Experience
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2Plan Wealth Management Ltd - Adam Gilmore
Independent Financial Adviser
2024 - Current
Qualifications
Chartered Financial Planner
Fellow of the Personal Finance Society
Certified Financial Planner (CFP™)
