Dorothy Maxwell
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Dorothy Maxwell Email & Phone Number

Independent Financial Adviser at 2Plan wealth management Ltd at 2plan wealth management Ltd
Location: Kingston Upon Hull, England, United Kingdom 5 work roles 1 school
1 work email found @2plan.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@2plan.com
LinkedIn Profile matched
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Current company
2plan wealth management Ltd
Role
Independent Financial Adviser at 2Plan wealth management Ltd
Location
Kingston Upon Hull, England, United Kingdom
Company size
220 employees

Who is Dorothy Maxwell? Overview

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Quick answer

Dorothy Maxwell is listed as Independent Financial Adviser at 2Plan wealth management Ltd at 2plan wealth management Ltd, a company 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.

Company email context

Email format at 2plan wealth management Ltd

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{first}.{last}@2plan.com
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AeroLeads found 1 current-domain work email signal for Dorothy Maxwell. Compare company email patterns before reaching out.

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Profile bio

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.

Current workplace

Dorothy Maxwell's current company

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2plan wealth management Ltd
2Plan Wealth Management Ltd
Independent Financial Adviser at 2Plan wealth management Ltd
leeds, leeds, united kingdom
Website
2plan.com
Employees
220
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5 roles · 31 years

Dorothy Maxwell work experience

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

Independent Financial Adviser

Positive Solutions

Hull, United Kingdom

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.

Dec 2004 - Dec 2020

Independent Financial Adviser

Positive Solutions

Hull

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.

Dec 2004 - Dec 2020

Financial Adviser

Allied Dunbar

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.

1995 - 2004 ~9 yrs
Team & coworkers

Colleagues at 2plan wealth management Ltd

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

PB Paul Burton Paul Burton Colleague at 2Plan Wealth Management Ltd St Albans, England, United Kingdom, United Kingdom View → DS David Son David Son Colleague at 2Plan Wealth Management Ltd London, England, United Kingdom, United Kingdom View → KG Kevin Goodall Kevin Goodall Colleague at 2Plan Wealth Management Ltd Greater Derby Area, United Kingdom View → CM Chris Musgrove Dipfa. Mifs. Maq. Chris Musgrove Dipfa. Mifs. Maq. Colleague at 2Plan Wealth Management Ltd London, England, United Kingdom, United Kingdom View → SB Steve Barlow Steve Barlow Colleague at 2Plan Wealth Management Ltd Cheltenham, England, United Kingdom, United Kingdom View → RB Richard Bond Dip Fa Richard Bond Dip Fa Colleague at 2Plan Wealth Management Ltd Greater Nottingham, United Kingdom View → AG Andrew Graham Andrew Graham Colleague at 2Plan Wealth Management Ltd London, England, United Kingdom, United Kingdom View → JD John Dempsey Dipip John Dempsey Dipip Colleague at 2Plan Wealth Management Ltd Motherwell, Scotland, United Kingdom, United Kingdom View → MH Martin Harvey Fpfs, Efp Martin Harvey Fpfs, Efp Colleague at 2Plan Wealth Management Ltd Kingston, England, United Kingdom, United Kingdom View → IR Ian Richard Palin Ian Richard Palin Colleague at 2Plan Wealth Management Ltd Sandbach, England, United Kingdom, United Kingdom View →
1 education record

Dorothy Maxwell education

  • Humberside University
    Humberside University
    Business Studies
FAQ

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 Burton, David Son, Kevin Goodall, Chris Musgrove Dipfa. Mifs. Maq., and Steve Barlow.

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.

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