Welcome to website of Key Financial Management, Independent Financial Advisers based in Staffordshire. 

Download our latest Market and Budget update HERE.

Download our latest Newsletter HERE.

Key Financial Management is a trading name of 2plan Ltd.

As independent financial advisers we specialise in providing fnancial advice on investments, retirement planning, personal and business financial protection, estate planning including Inheritance Tax mitigation* and we can also assist with the mitigation of other forms of personal and business related taxation*.

We provide advice independently of any financial services company such as a bank or insurance company, which means that ALL recommendations of financial products and investment funds are from the whole of the market.

Clients needs are constantly changing making financial planning a dynamic process and we look to build long lasting, professional and trusted relationships with our clients ensuring that we treat all of our customers fairly.

You will find details and downaloadable Fact Sheets/Guides relating to the areas where we can provide you with independent advice together with the service we provide and clear details on how we charge for these services.

The FSA does NOT regulate tax planning.

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.