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Edit Business | Vinay Malhotra - 2plan Wealth Management Ltd
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"Having been in the industry for the last 25 years, I have learnt and seen it all, the ups & the downs, the high and the low interest rates, recession, inflation, Bull and Bear markets. I understand the clients’ needs fully before coming up with the solutions whether it is for the mortgages or the investments. Due to this experience and the rapport that I have with my clients, 99% of my business is from the referral of my existing clients.I offer holistic advise on Mortgages, Protection, Investments & Pension including Ethical & Sharia Compliant and Inheritance Tax Planning from the whole of the market."
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