David Dean

David Dean

2plan wealth management Limited

Minimum savings/pensions: Over £100,000

Minimum mortgage: Over £100,000

0330 038 8941
Based in Stoke-on-Trent
View location
Top Rated 2025
Verified since: June, 2024
4.9 out of 5

33 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 01 April 2025

    David is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed David's status

  • 20

    Recent Client Reviews

    Verified reviews: 100%

    David has received 20 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 29 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

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  • Transparent Fees

    David has provided information on their typical fees

    David has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 8

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with David

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 8 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 01 April 2025

    David is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed David's status

  • 20

    Recent Client Reviews

    Verified reviews: 100%

    David has received 20 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 29 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    David has not yet added their qualifications to their profile

  • Transparent Fees

    David has provided information on their typical fees

    David has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 8

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with David

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 8 first impressions)

2plan wealth management is a national advisory firm consisting of financial advisers and mortgage and protection specialists. Launched in July 2007, we have grown to become one of the leading firms of financial advisers in the UK. I am based in Staffordshire and look after clients in Staffordshire and Cheshire. I specialise in clients looking to grow and protect there wealth for future generations. I offer home or video appointments for an initial fee free meeting. Get help with your inheritance tax planning and understanding the tax implications of the estate you leave or accessing an inheritance you have received. Warning: HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. Estate Planning is not regulated by the Financial Conduct Authority. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help with everything from buying your first property, to remortgaging, or funding investment in property. Warning: YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Most Buy to Let mortgages are not regulated by the Financial Conduct Authority. Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

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£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About David's clients

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