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David Son Email & Phone Number

Independent Financial Adviser - 2plan Wealth Management Ltd at 2plan wealth management Ltd

Location: London, England, United Kingdom 3 work roles 1 school

1 work email found @2plan.com LinkedIn matched

✓ Verified May 2026 4 data sources Profile completeness 100%

Current company

2plan wealth management Ltd

Role

Independent Financial Adviser - 2plan Wealth Management Ltd

Location

London, England, United Kingdom

Company size

220 employees

Who is David Son? Overview

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Quick answer

David Son is listed as Independent Financial Adviser - 2plan Wealth Management Ltd at 2plan wealth management Ltd, a company with 220 employees, based in London, England, United Kingdom. AeroLeads shows a work email signal at 2plan.com and a matched LinkedIn profile for David Son.

David Son previously worked as Independent Financial Adviser at 2Plan Wealth Management Ltd and Owner at Helm Godfrey Partners Ltd. David Son holds Ba (Hons) Degree In Accountancy from City Of London.

Company email context

Email format at 2plan wealth management Ltd

This section adds company-level context without repeating David Son's masked contact details.

{first}.{last}@2plan.com

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AeroLeads found 1 current-domain work email signal for David Son. Compare company email patterns before reaching out.

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Profile bio

About David Son

David Son is a Independent Financial Adviser - 2plan Wealth Management Ltd at 2plan wealth management Ltd. He possess expertise in inheritance tax planning, business strategy, income protection, investments, pensions and 5 more skills.

Listed skills include Inheritance Tax Planning, Business Strategy, Income Protection, Investments, and 6 others.

Current workplace

David Son's current company

Company context helps verify the profile and gives searchers a useful next step.

2Plan Wealth Management Ltd

Independent Financial Adviser - 2plan Wealth Management Ltd

leeds, leeds, united kingdom

Website

2plan.com

Employees

220

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Company profile

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3 roles

David Son work experience

A career timeline built from the work history available for this profile.

Independent Financial Adviser

Current

2Plan Wealth Management Ltd

Edgware, England, United Kingdom

Jan 2022 - Present

Owner

Helm Godfrey Partners Ltd

Oct 1999 - Dec 2021

Senior Financial Planning Manager

Deloitte Uk

Southampton, United Kingdom

Jan 1995 - Sep 1999

Team & coworkers

Colleagues at 2plan wealth management Ltd

Other employees you can reach at 2plan.com. View company contacts for 220 employees →

RC

Ronnie Christie Colleague at 2Plan Wealth Management Ltd Tring, England, United Kingdom, United Kingdom View → BC

Brian Close Colleague at 2Plan Wealth Management Ltd Falkirk, Scotland, United Kingdom, United Kingdom View → JM

Juan Moreno Colleague at 2Plan Wealth Management Ltd Plymouth, England, United Kingdom, United Kingdom View → RL

Rachael Ledbrook Colleague at 2Plan Wealth Management Ltd Leeds, England, United Kingdom, United Kingdom View → JE

Jean Evans Colleague at 2Plan Wealth Management Ltd Surbiton, England, United Kingdom, United Kingdom View → AG

Anthony Gilby Dippfs Colleague at 2Plan Wealth Management Ltd Leeds, England, United Kingdom, United Kingdom View → PT

Phil Tozer Colleague at 2Plan Wealth Management Ltd Greater Brighton And Hove Area, United Kingdom View → RH

Ray Hallam Colleague at 2Plan Wealth Management Ltd Greater Sheffield Area, United Kingdom View → AT

Andrew Tams Colleague at 2Plan Wealth Management Ltd Greater Leeds Area, United Kingdom View → ST

Samantha Thomsett Colleague at 2Plan Wealth Management Ltd Brighton, England, United Kingdom, United Kingdom View →

1 education record

David Son education

City Of London

Ba (Hons) Degree In Accountancy

FAQ

Frequently asked questions about David Son

Quick answers generated from the profile data available on this page.

What company does David Son work for?

David Son works for 2plan wealth management Ltd.

What is David Son's role at 2plan wealth management Ltd?

David Son is listed as Independent Financial Adviser - 2plan Wealth Management Ltd at 2plan wealth management Ltd.

What is David Son's email address?

AeroLeads has found 1 work email signal at @2plan.com for David Son at 2plan wealth management Ltd.

Where is David Son based?

David Son is based in London, England, United Kingdom while working with 2plan wealth management Ltd.

What companies has David Son worked for?

David Son has worked for 2Plan Wealth Management Ltd, Helm Godfrey Partners Ltd, and Deloitte Uk.

Who are David Son's colleagues at 2plan wealth management Ltd?

David Son's colleagues at 2plan wealth management Ltd include Ronnie Christie, Brian Close, Juan Moreno, Rachael Ledbrook, and Jean Evans.

How can I contact David Son?

You can use AeroLeads to view verified contact signals for David Son at 2plan wealth management Ltd, including work email, phone, and LinkedIn data when available.

What schools did David Son attend?

David Son holds Ba (Hons) Degree In Accountancy from City Of London.

What skills is David Son known for?

David Son is listed with skills including Inheritance Tax Planning, Business Strategy, Income Protection, Investments, Pensions, Wealth Management, Retirement Planning, and Financial Planners.

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