Get a quote from Nigel Shaffer - 2Plan Wealth Management

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About Nigel Shaffer - 2Plan Wealth Management

Navigating you through life's journey in order to make your dreams come true.
I have been in the Financial Services industry since 1988, having successfully run my own business from 1990 - 2010, following which I decided to merge my business into a larger practice.I specialise in dealing with clients who are business owners and currently advise a number of Managing Directors who are running profitable businesses. Within my varied client base, I also work with Barristers, Judges, IT Contractors and Retired Individuals.I also work very closely in conjunction with Accountants and Lawyers, ensuring that their professional services to clients dovetail with my financial advice. As part of this relationship, I often run educational seminars for the clients of these practice's covering topical issues such as Pension freedoms, Inheritance Tax planning strategies and Cash Flow modelling.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Tax & trust planning:
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • School fees planning

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