Welcome to the further details for James Craw, Independent Financial Adviser.   I can provide advice on investments, retirement planning, the financial protection of your family or your business and purchasing property. However, with the help of the team at
2plan Wealth Managment, I specialise in the areas of investments, retirement planning and Inheritance Tax Planning.  I am able to source products and funds from the whole of the market and I aim to build long lasting professional, trusting relationships with
clients and their professional contacts such as accountants and solicitors, ensuring that I treat all of my customers fairly.  I particularly enjoy working in partnership with clients and their professional advisers, helping them by creating a plan, taking action
on the tasks needed and then regularly reviewing the plan to fine tune it until their financial goals are achieved.
Do please browse my website to see how I and 2plan Wealth Management can help you, and please feel free to use the feedback form on my website to get in touch.  Alternatively you can give me a call or send me an email.

About 2plan

2plan Ltd is a national, independent, whole of market, firm of financial advisers (IFAs) and is authorised and regulated by the Financial Services Authority.  2plan provides structure and complete compliance and technology services to self-employed financial
advisers across the UK, supported by one of the UK's largest insurance companies, Standard Life. The IFAs are equipped with the latest technology services available in order for them to provide enhanced services to their clients, build professional business
relationships and ensure we always treat our customers fairly.

2plan Ltd is authorised and regulated by the Financial Services Authority. It is entered on the FSA register  under reference 461598.
Registered office: 2plan Ltd. Bridgewater Place, Water Lane, Leeds, LS11 5BZ.
Registered in England Number: 05998270
VAT Registered:894679251