As a family we would like to express our gratitude to Samantha who succeeded in overcoming numerous obstacles and obtaining an equity release to enable our mother (90 years old) to continue living in her home. We are very grateful and we recommend Samantha’s services 100%
For the last 3 years Samantha at 2plan Wealth Management Ltd has been instrumental in guiding and supporting us. She has given sound advice enabling us to choose the most appropriate mortage and products to suit our circumstances. She is super efficient, approachable and knowledgeable in her field of expertise. She is committed, competent and honest. She comes highly recommended.
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.
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
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.
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
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!
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.
2plan Wealth Management Ltd is located at 28 Eley Dr, Rottingdean, Brighton and Hove, Brighton BN2 7FH, UK
You can contact 2plan Wealth Management Ltd at +44 7834 340816
You can find directions to 2plan Wealth Management Ltd by following this map link