I will provide transparent costs and charges at all stages and you have the benefit of security and safety with an embedded commitment to regulatory and professional standards throughout. Prior to providing you with any advice I will take time to understand your current needs, circumstances and attitude to risk. I will always provide advice and will research the whole of the market to recommend a suitable lifetime mortgage that meets your needs. I will always provide you with a Key Facts Information (KFI) document prior to the completion of any application forms. This sets out the basis of the lifetime mortgage and any fees associated with it. Any advice provided will be confirmed to you in writing.

2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk ) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England Number: 05998270