Dorothy Maxwell Email & Phone Number
@2plan.com
LinkedIn matched
Who is Dorothy Maxwell? Overview
A concise factual answer block for searchers comparing this professional profile.
Dorothy Maxwell is listed as Independent Financial Adviser at 2Plan wealth management Ltd at 2plan wealth management Ltd, a with 220 employees, based in Kingston Upon Hull, England, United Kingdom. AeroLeads shows a work email signal at 2plan.com and a matched LinkedIn profile for Dorothy Maxwell.
Dorothy Maxwell previously worked as Independent Financial Adviser at 2Plan Wealth Management Ltd and Independent Financial Adviser at 2Plan Wealth Management Ltd. Dorothy Maxwell holds Ba, Business Studies from Humberside University.
Email format at 2plan wealth management Ltd
This section adds company-level context without repeating Dorothy Maxwell's masked contact details.
AeroLeads found 1 current-domain work email signal for Dorothy Maxwell. Compare company email patterns before reaching out.
About Dorothy Maxwell
I offer independent whole of market advice to my clients and have worked in an advisory role for many years. I work by establishing long term relationships to provide a trusted source of advice that helps clients develop financial plans that evolve over time to help meet their pre and post retirement needs. 2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is enteredon the FCA register (www.fca.org.uk) under reference 461598. Registered office: 2plan wealthmanagement Ltd. 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England andWales Number: 05998270Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.The value of pensions can fall as well as rise. You may get back less than you invested.
Listed skills include Retirement Planning, Financial Advisory, Inheritance Tax Planning, Financial Services, and 22 others.
Dorothy Maxwell's current company
Company context helps verify the profile and gives searchers a useful next step.
Dorothy Maxwell work experience
A career timeline built from the work history available for this profile.
Independent Financial Adviser
Current
Independent Financial Adviser
As an Independent Financial Adviser with Positive Solutions I can offer a service based on traditional values coupled with modern working methods. This means that my advice which is based on comprehensive research and taking time to know my client , can deliver the appropriate solutions with speed and efficiency.
Independent Financial Adviser
Areas of advice include mortgages, family & personal protection needs, investment planning, inheritance tax planning & retirement planning. My objective is to continually offer a uniquely tailored service for each of my clients. I can offer a guiding hand through the maze of products and financial planning strategies. I help clients clarify their financial priorities and their short, medium and long term financial goals, risk tolerance and what they want from life. The recommendations I make help clients achieve their financial goals both now and in the future.The value of pensions and investments can fall as well as rise. You may get back less than you invested.Your home may be repossessed if you do not keep up repayments on your mortgagePositive Solutions are trading styles of Quilter Financial Planning Solutions Limited, which is authorised and regulated by the Financial Conduct AuthorityRegistered Head Office: Positive Solutions, Riverside House, The Waterfront, Newcastle upon Tyne. NE15 8NY
Financial Adviser
Part of the Zurich group. I offered financial advice with strong UK brand that had proven product range and strong training and development culture. On protection products their philosophy was to " find reasons to pay rather than not to pay" and backed this up with good claims handling service.
Colleagues at 2plan wealth management Ltd
Other employees you can reach at 2plan.com. View company contacts for 220 employees →
Paul Howorth
Colleague at 2Plan Wealth Management LtdGreater Portsmouth Area, United Kingdom
View →
JV
Johnathan Vowles
Colleague at 2Plan Wealth Management LtdLeeds, England, United Kingdom
View →
WR
Wendy Riby
Colleague at 2Plan Wealth Management LtdYork, England, United Kingdom
View →
JD
Julie Darlington
Colleague at 2Plan Wealth Management LtdLeeds, England, United Kingdom
View →
JK
Jason Kavanagh
Colleague at 2Plan Wealth Management LtdGreater Derby Area, United Kingdom
View →
MS
Mark Stewart
Colleague at 2Plan Wealth Management LtdBelfast Metropolitan Area, United Kingdom
View →
CB
Chloe B.
Colleague at 2Plan Wealth Management LtdLeeds, England, United Kingdom
View →
VB
Vicki Bolan
Colleague at 2Plan Wealth Management LtdBarnsley, England, United Kingdom
View →
SL
Suzanne Latham
Colleague at 2Plan Wealth Management LtdGreater Glasgow Area, United Kingdom
View →
SC
Sharon Chikoore
Colleague at 2Plan Wealth Management LtdFeatherstone, England, United Kingdom
View →
Dorothy Maxwell education
-
Humberside University
Frequently asked questions about Dorothy Maxwell
Quick answers generated from the profile data available on this page.
What company does Dorothy Maxwell work for?
Dorothy Maxwell works for 2plan wealth management Ltd.
What is Dorothy Maxwell's role at 2plan wealth management Ltd?
Dorothy Maxwell is listed as Independent Financial Adviser at 2Plan wealth management Ltd at 2plan wealth management Ltd.
What is Dorothy Maxwell's email address?
AeroLeads has found 1 work email signal at @2plan.com for Dorothy Maxwell at 2plan wealth management Ltd.
Where is Dorothy Maxwell based?
Dorothy Maxwell is based in Kingston Upon Hull, England, United Kingdom while working with 2plan wealth management Ltd.
What companies has Dorothy Maxwell worked for?
Dorothy Maxwell has worked for 2Plan Wealth Management Ltd, Positive Solutions, and Allied Dunbar.
Who are Dorothy Maxwell's colleagues at 2plan wealth management Ltd?
Dorothy Maxwell's colleagues at 2plan wealth management Ltd include Paul Howorth, Johnathan Vowles, Wendy Riby, Julie Darlington, and Jason Kavanagh.
How can I contact Dorothy Maxwell?
You can use AeroLeads to view verified contact signals for Dorothy Maxwell at 2plan wealth management Ltd, including work email, phone, and LinkedIn data when available.
What schools did Dorothy Maxwell attend?
Dorothy Maxwell holds Ba, Business Studies from Humberside University.
What skills is Dorothy Maxwell known for?
Dorothy Maxwell is listed with skills including Retirement Planning, Financial Advisory, Inheritance Tax Planning, Financial Services, Investments, Financial Planning, Financial Planners, and Finance.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialCheck these profiles if this is not the Dorothy Maxwell you were looking for.
View similar profiles