Reviews, get directions and contact details for Vinay Malhotra - 2plan Wealth Management Ltd
"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."
Address: 21 Angelica Gardens, Croydon CR0 8XB, UK
Phone: 07720 399901
State: Greater London
City: Croydon
Zip Code: CR0 8XB
opening times
Monday: 10:00 AM – 7:00 PM
Tuesday: 9:30 AM – 7:00 PM
Wednesday: 9:30 AM – 7:00 PMThursday: 10:00 AM – 7:00 PM
Friday: 9:30 AM – 7:00 PM
Saturday: Closed
Sunday: Closed
Reviews
Vinay has been our financial adviser and mortgage broker since 2015. He has always provided exceptional service, concise information and always efficient with his services. Any time we have had a query he has been very quick to reply to us. He is well trusted and very professional. We now have family members using his services too. We look forward to continuing to work with Vinay for many years to come He is not allowed to retire!. Thank you for all your hard work Vinay. Warm regards, Dr K Patel + P Patel
We have had Vinay as our Financial Advisor in relation to transferring my wife's company pension. Vinay had provided exceptional customer service, was always incredibly communicative and available at all times. He was professional, showed a positive attitude and ready to answer promptly to email and phone. We can 100% recommend Vinay to help with all financial aspects. He is a trustworthy ,very efficient individual, always polite and friendly and extremely helpful.
I don't usually write reviews but I had to write one here to express the amazing service I received from Vinay. From start to finish Vinay was amazing, from provide me with various options in terms of my mortgage to answering my many many questions. Working with Vinay felt easy and when we hit a little snag in the process Vinay was on hand to help resolve the problem. I could not thank Vinay enough for all his help and support and I look forward to working with him again in the future!
We have been collaborating with Vinay since 2015,on numerous occasion in this period of time. He is very professional , knowledgeable and approachable . We feel comfortable asking him any questions we may have regarding the process and he always has a lot of patience and he runs us through all the steps,no matter how many times we might be asking the same questions. We really trust his expertise and we always ask what is his opinion on some decision we might want to take. He is very transparent and trustworthy, truly recommend his services!
We have had Mr. Vinay Malhotra as our financial adviser and we could not praise him enough. He has helped us purchase our first house. He was always professional and here for advices and support. He was always showing a positive attitude and always answer promptly to email and phone. We are grateful for having him as our financial adviser and we highly recommend his business. We couldn't do it without him or find better mortgage advisor. Thank you ! Biyana and Petre Yuntev
Absolute trustworthy professional, I know Vinay for a few years, and he helped me with getting my mortgage and extending it as well. I strongly recommend Vinay...!
Vinay has been looking after my mortgages for the past 5 years I'm very happy with the service he has provided for me and my family I would highly recommend vinay for any of your financial needs.
Vinay is the best in the business and I have always found him very helpful, professional and supportive. I have used Vinay’s services for the past 10 years and he has never let me down
Excellent service. Clear advise and support provided from start to finish of process. Second mortgage completed and many family and friends refferd too with completed mortgage with same level of support. Highly recommend.
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