Waygood Financial Planning

Waygood Financial Planning I offer Independent Financial Advice in the following areas:-
Savings & Investments
Pension planning
Retirement
Protection
Inheritance Tax Planning

Providing Independent Financial Advice and keeping my existing clients and new clients up to date with changes in the UK financial services industry . "Waygood Financial Planning Ltd 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

Merry Christmas to one and all. Let's hope for a better 2021!
18/12/2020

Merry Christmas to one and all. Let's hope for a better 2021!

I often meet with new clients who tell me what they're looking for (or what they THINK they are looking for) and I can a...
30/01/2020

I often meet with new clients who tell me what they're looking for (or what they THINK they are looking for) and I can actually find them a slightly different service or plan to better suit their needs. In this case it ended up being an additional product to support the initial service required. Another happy client πŸ‘

VouchedFor

I've mentioned that I'm a dog fan and love meeting my client's best friends, often if their appointment is at their own ...
28/01/2020

I've mentioned that I'm a dog fan and love meeting my client's best friends, often if their appointment is at their own home. So you can imagine how lovely it was to make a new furry-friend (Harley the cockapoo) whilst on holiday 🐾

I'm back from a wonderful holiday in Thailand and Australia over the Christmas New Year break. After a well-earned rest ...
23/01/2020

I'm back from a wonderful holiday in Thailand and Australia over the Christmas New Year break. After a well-earned rest and recharge, it's full steam ahead for 2020!

2plan wealth management Ltd

As much as we'd all love to live a very healthy, prosperous and perfect life, the realities are that we'll all struggle ...
22/01/2020

As much as we'd all love to live a very healthy, prosperous and perfect life, the realities are that we'll all struggle with something at some point in our lives. Whether it's an illness or inability to work, the biggest complications are often financial which is why I'm passionate about helping real people to find that peace of mind through and planning.

Don't get caught out! Have a chat with me about the options for Financial Protection and other financial services. Get in touch on 07725 552194 when you're ready to talk about your financial future.

What is your idea of  ? Most people would like to be able to pay their mortgage off, help their children through educati...
16/01/2020

What is your idea of ? Most people would like to be able to pay their mortgage off, help their children through education and get married or buy their first house, travel and enjoy daily life without financial worries. Who wouldn't!? The question is, are you preparing for that kind of future?

If not, give me a call on 07725 552194 to book a meeting with me β˜•οΈ We can talk over a brew and see how we can make that retirement dream a reality by finding the right financial plan for you.

I don't know about you but I'm a total dog fan! This is Lucy who is our part-time pet and we adore her 🐾 I often meet wi...
14/01/2020

I don't know about you but I'm a total dog fan! This is Lucy who is our part-time pet and we adore her 🐾 I often meet with clients who have pets and if there's a furry friend at the meeting, it's a delight!

If you struggle to travel, I'm happy to visit you at your home or we can meet at a mutual location to suit. Give me a call on 07725 552194 to book an appointment. Unfortunately I can't promise that Lucy will be in attendance at the appointment but it'll be good to meet you.

Contact me if you're looking for sound advice to help you reach your key financial objectives. Shall we meet for a brew?...
08/01/2020

Contact me if you're looking for sound advice to help you reach your key financial objectives. Shall we meet for a brew? β˜•οΈ

Call 07725 552194 or email me at [email protected]

Not only is it important to start the new year right but it's also important to ensure the process of working with clien...
02/01/2020

Not only is it important to start the new year right but it's also important to ensure the process of working with clients is professional and thorough from start to finish (or sometimes longer than that with my long-standing clients!)

01/01/2020

to all my family, friends, clients and connections. Here's to a prosperous year ahead! πŸ₯‚

  one and all from Leanne πŸŽ„Thanks to fellow Honley Business Association members Social Progress for filming the HBA Chri...
25/12/2019

one and all from Leanne πŸŽ„

Thanks to fellow Honley Business Association members Social Progress for filming the HBA Christmas videos again this year - and for being patient with me whilst I tried to get a good take. This was the best we got! πŸŽ…

Member of Honley Business Association sings loved classic "We Wish You A Merry Christmas".

Address

Pine House, 2A Northgate, Honley
Holmfirth
HD96QL

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+447725552194

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