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Who do we help?

Who do we help?

  • Approaching retirement
    Who do we help?
  • Already retired
    Who do we help?
  • Business Owners
    Who do we help?
  • Saving for the future
    Who do we help?

Prosperity Financial Planning is a trading name of 2plan wealth management Ltd.

2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register (www.fca.org.uk) under reference 461598.

The guidance contained with this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

  • Home
  • Who do we help?
    • Approaching retirement
    • Already retired
    • Business owners
    • Saving for the future
  • What we do
    • The Planning Process
    • Inheritance Tax
    • Retirement Planning
    • Savings & Investment
    • Protection
  • About us
  • FAQs
  • Contact
01943 96810001943 968100
07850 31376307850 313763
lee.windle@2plan.comlee.windle@2plan.com

Best Execution l Client Classification l Privacy Policy l Conflicts of Interest l Complaints Policy l Client Agreement

© Copyright 2026 | Prosperity Financial Planning | All Rights Reserved | Managed by Creativei Media | Approved by 2plan wealth management on 28/08/25

The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit: http://www.financial-ombudsman.org.uk/contact/index.html

Prosperity Financial Planning is a trading name of 2plan wealth management Ltd.

2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register (www.fca.org.uk) under reference 461598.

The guidance contained with this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

  • Home
  • Who do we help?
    • Approaching retirement
    • Already retired
    • Business owners
    • Saving for the future
  • What we do
    • The Planning Process
    • Inheritance Tax
    • Retirement Planning
    • Savings & Investment
    • Protection
  • About us
  • FAQs
  • Contact
01943 96810001943 968100
07850 31376307850 313763
lee.windle@2plan.comlee.windle@2plan.com

Best Execution l Client Classification l Privacy Policy l Conflicts of Interest l Complaints Policy l Client Agreement

© Copyright 2026 | Prosperity Financial Planning | All Rights Reserved | Managed by Creativei Media | Approved by 2plan wealth management on 28/08/25

The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit: http://www.financial-ombudsman.org.uk/contact/index.html

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  • Home
  • Who do we help?
    • Approaching retirement
    • Already retired
    • Business owners
    • Saving for the future
  • What we do
    • The Planning Process
    • Inheritance Tax
    • Retirement Planning
    • Savings & Investment
    • Protection
  • About us
  • FAQs
  • Contact
Contact Info

M: 07850 313763
T: 01943 968100

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