IFA - 2plan Wealth Management Ltd
21 Reviews
- FridayClosed
- Saturday10 AM–12 PM
- SundayClosed
- MondayClosed
- TuesdayClosed
- WednesdayClosed
- ThursdayClosed
About the Business
Samantha Thomsett | “It’s not how much money you make but how much money you keep, how hard it works for you, and how many generations you keep it for” Robert Kiyosaki on why people benefit from professional financial advice. This is what I aim to do, to help you make good decisions about your money – providing clear information to help you achieve your financial goals. I am part of 2plan wealth management which is a national advisory firm consisting of Financial Advisers and mortgage and protection specialists. Being independent is part of what makes me different. It’s the reason I am free to advise you about products from the entire financial marketplace. I don’t act on behalf of any bank or insurance company. So my recommendations are solely about what’s right for you. Working with 2plan also allows me to offer you all the benefits of a bigger organisation, such as the latest technology, greater financial strength, and the reassurance of a team of experts helping me to get things right first time. For a conversation about your financial plans, why not get in touch today?
Contacts
Call Us
+447834340816
28 Eley Dr, Rottingdean, Brighton and Hove, Brighton BN2 7FH
Hours
- FridayClosed
- Saturday10 AM–12 PM
- SundayClosed
- MondayClosed
- TuesdayClosed
- WednesdayClosed
- ThursdayClosed
Features
- Wheelchair-accessible entrance
- LGBTQ+ friendly
- Transgender safe space
- Wheelchair-accessible seating
- Appointment required
- Identifies as women-owned
- Toilets
- Gender-neutral toilets
- On-site services
- Online appointments
Recommended Reviews
Clifford Carroll
13.02.2024
IFA - 2plan Wealth Management Ltd
Samantha is a professional who takes the time I'm to find out exactly what you need and want and Tailors the product to suit the client. She leaves you with the feeling of confidence that you have made the right choice.
Ann Brazier
05.02.2024
IFA - 2plan Wealth Management Ltd
Samantha has been really helpful in enabling me to make decisions about my finances. She took the time to listen to me without rushing me and come up with a package which suited me. There were some issues to overcome but she was able to resolve.I have every confidence in her able to help me with other issues
Tanya Farbrother
04.02.2024
IFA - 2plan Wealth Management Ltd
Sam really listens and always gives great advice. A pleasure to work with.
J
13.01.2024
IFA - 2plan Wealth Management Ltd
Samantha is very professional and always gives the best mortgage/financial advice. I have used her services over the last couple years and can't fault it.
Mark fleming
12.01.2024
IFA - 2plan Wealth Management Ltd
I’ve had the pleasure of dealing with Sam on several refinancing deals and other financial matters recently,she explains everything in easy to understand terms ,is open and honest and extremely patient,she sent me numerous different options for me to consider at my leisure ,Sam is extremely knowledgeable on all aspects of refinancing,mortgages and I can’t recommend her highly enough
Alex Vrettos
11.01.2024
IFA - 2plan Wealth Management Ltd
Sam recently helped us out with a remortgage between lockdowns which involved some extra hoops to jump through. Sam ensured that we had all our ducks in a row before the application so there were no surprises or unnecessary delays. Due to Covid, the process took longer the normal so Sam kept us informed so we did not need to chase, was on hand to on hand to advise whenever needed. Her support is friendly and professional and really did make the process painless. We'd happily recommend Sam to anyone doing anything with a mortgage and pretty sure she will be our first port of call for all financial issues in the future.
Kashmira Lane
10.01.2024
IFA - 2plan Wealth Management Ltd
We got in contact with Samantha after visiting and following her Facebook page, we always check Google reviews and whilst she only had 2 at the time but they were both 5* so we took a chance and asked her to consolidate our pensions. We can't express how grateful we are.Our Pensions are now more organised and we finally feel on course for a great retirement.Samantha was very kind and told us how it is with no jargon.She even sent me a birthday card!!Very refreshing!Thanks Samantha!
Richard Meads
26.12.2023
IFA - 2plan Wealth Management Ltd
Recently introduced to Samantha Thomsett for a re-mortgage....she dealt with us in a very professional but friendly manner. She kept us updated constantly on the progress and nothing was too much trouble for her to keep us informed! Highly recommended!
Lorna Amys
18.12.2023
IFA - 2plan Wealth Management Ltd
Sam goes above & beyond when it comes to financial advice. She is approachable & present at all times to support & guide you through your money matters. She is also realistic & honest when it counts. She has been a tremendous support to our family & ourselves
Philip Barber
17.12.2023
IFA - 2plan Wealth Management Ltd
My wife and I had a fantastic experience with Sam as our financial advisor. She's efficient, personable, and down-to-earth, which made discussing financial matters comfortable. Her deep knowledge and trustworthy advice gave us confidence in our financial decisions. Working with Sam was a pleasure, and we highly recommend her to anyone seeking expert financial guidance.
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28 Eley Dr, Rottingdean, Brighton and Hove, Brighton BN2 7FH
IFA - 2plan Wealth Management Ltd