About Us
We understand that when you look for independent financial advice you want expertise, transparency and value for money. Click here for our CLIENT AGREEMENT DOCUMENT and here for our SERVICES AND COSTS DOCUMENT.
EXPERTISE: With advanced level qualifications, chartered level compliance support and over a decade of financial services experience we are well positioned to assist you with your financial planning.
COSTS: An initial consultation is AT OUR COST AND WITHOUT OBLIGATION and we are clear on what we charge for our services moving forward. Whether you wish to pay for our services on a fee basis, perhaps fixed or at an hourly rate, or alternatively by an increase in the ongoing costs of any financial products we recommend, known as commission, it is you who decides. We will always detail the potential costs to you BEFORE you incur any charges, which means you always know exactly where you stand.
THE PROCESS: Our aim is to add value in the advice and on-going service that we provide and therefore, as part of our advice process we will clearly define this so you know exactly what you are getting for your money.
Contact Us:
Key Financial Management, Stannington House, Hints Road, Hopwas, Staffordshire. B78 3AB
t: +44 0845 4301475 f: +44 0845 4301476
e:enquire@keyfinancialmanagement.com
About 2plan
2plan are a National IFA business providing independent, whole of market advice, 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.