Jeff White Email & Phone Number

Jeff White is a Independent Financial Adviser at 2plan Wealth Management Ltd at 2plan Wealth Management Ltd. He possess expertise in wealth management, financial advisory, retirement planning, pensions, investments and 12 more skills.

Listed skills include Wealth Management, Financial Advisory, Retirement Planning, Pensions, and 13 others.

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  Financial Adviser

  2Plan Wealth Management Ltd

  Jan 2012 - Present - Somerton Somerset

  I am based near Somerton in Somerset, and have clients throughout Somerset, Wiltshire and Devon. I provide a wide range of advice to my clients from all walks of life.With over a decade of experience as a financial adviser, and a young family of my own, I have developed a good understanding of the concerns my clients have and the potential solutions to overcome them.Good financial advice is all about thinking through your current circumstances and future aspirations. Working with a… Show more I am based near Somerton in Somerset, and have clients throughout Somerset, Wiltshire and Devon. I provide a wide range of advice to my clients from all walks of life.With over a decade of experience as a financial adviser, and a young family of my own, I have developed a good understanding of the concerns my clients have and the potential solutions to overcome them.Good financial advice is all about thinking through your current circumstances and future aspirations. Working with a professionally trained and qualified adviser can help you protect your standard of living and achieve your plans for the future.It can be difficult to keep on top of your finances. Especially today, careful planning is more important than ever to make sure that your money is working hard for you and that your family’s income and lifestyle is protected.I think it is important that I take time to understand your personal situation to ensure the solutions I provide fit with your individual circumstances. I can help you make well considered decisions, to give you peace of mind that your financial circumstances are in good order and that they are able to adapt to change, no matter what happens in your life or world economies.Please contact me on 01458 223424 or mobile 07887 575124, or by filling in your details on the contact me section at www.jeffwhite.2plan.com. This will allow us to have an initial discussion about how I can help. Show less