AKM Financial Wealth

AKM Financial Wealth Hello and welcome to my business page. I work with all types of clients, from experienced investors to those that are looking to take advice for the first time.

I believe that in an ever-changing financial environment it is vital to my clients that, in order to meet their needs both now and in the future, my advice should be independent and based on extensive research. As an Independent Financial Adviser, and founder of A.K.M Financial Wealth, I provide full independent financial advice across all areas of financial planning

I pride myself in providing e

xcellent customer service and advice on an on-going basis, ensuring that the fully tailored solutions that I provide are always suited to my clients’ financial objectives and that my clients fully understand the process. I am very proud of the reputation I have gained over the years and can advise in areas such as:

• University fees for your children,
• Inheritance Tax planning,
• Taking out a new mortgage or re-mortgaging,
• Protection for you, your family or your business,
• Individual pension or company pension schemes for your business

I firmly believe that having your needs addressed at the start of the process, and getting advice that is unbiased and based on the whole of the market, is essential so that you can make the informed decision for you as an individual or a business. Therefore, if you feel that you would benefit from my breadth of experience Independent and in-depth knowledge of the financial service industry, then please don't hesitate to get in touch so that we can book the first no-obligation meeting at my cost. If you would like further information about my career or about 2plan wealth management Ltd, then please visit my websites. AKM Financial Wealth is a trading name of 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.

10/01/2026

Happy New Year to all of you! We hope you had a lovely Christmas and wish you the best for 2026! The bees have certainly been busy and, if like us, you would like to sponsor your own beehive and produce some delicious natural honey for yourself or your business clients, drop us a message and we will be happy to point you in the right direction. Buckleys Bees

A new year of honey making begins in our sponsored hive at Buckleys Bees !
07/05/2025

A new year of honey making begins in our sponsored hive at Buckleys Bees !

📢 We’ve updated our Privacy NoticeWe’ve made some changes to our Privacy Notice to give you greater transparency and ref...
07/05/2025

📢 We’ve updated our Privacy Notice
We’ve made some changes to our Privacy Notice to give you greater transparency and reflect how we now operate as part of a wider group of companies.
These updates help make it clearer how we collect, use, and protect your personal data. We’ve also included more detail on why we process your information and how we handle international data transfers in line with current data protection laws.
Want to learn more? You can read the updated Privacy Policy here:

Data protection is taken seriously at 2plan Wealth Management Limited ("2plan") and safeguarding the privacy of our website visitors and clients in general is very important to us.

Address

Tamworth

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

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