MALVERN IFAs HIT THE BULLS-EYE!
Pictured (Left to Right)
Jonathan Martin PDPA Marketing – Peter Manley PDPA Chairman – Gary Morris 2Plan – Alan Warriner-Little PDPA CEO – Sean Jones 2Plan
Two Worcestershire-based Independent Financial Advisers (IFAs) have secured a prestigious sporting deal, guaranteed to put them firmly on the national money map.
Sean Jones and Gary Morris – part of 2plan wealth management Ltd, a nationwide network of independent financial advisers; have won the contract to be the recommended IFAs to members of the Professional Dart Players Association, (PDPA) and 2plan wealth management Ltd is now recognised as its preferred IFA.
It’s a real coup for colleagues Sean Jones and Gary Morris, whose successes in the field have been publicly charted, recognised and rewarded with a number of awards over the years. The long-standing colleagues pitched for the PDPA business earlier this year, and learned the exciting news in May.
The PDPA, which was initially formed in the early 1980s, was reconstituted under the auspices of the Sports Industries Federation in 2001, and was set up to look after the interests of professional players through an annually elected Board. The Association is headed up by Chairman Peter Manley, who said he was confident that 2plan wealth management was fully equipped to provide good solid advice and sensible lifetime financial planning for the Association’s members.
He said: “2plan benefits from nationwide coverage, award-winning software, extensive knowledge and experience, industry recognition, and an excellent reputation with local legal and accountancy firms – I believe these are the requirements of a good service. 2plan have an accredited portfolio of sought-after expertise and a good business ethos, particularly in terms of client service. Their members are dynamic and professional, and I am most impressed by their personal integrity, which is extremely rare these days. I know that my members will be in safe hands, and we are delighted to acknowledge 2plan as our preferred IFA.”
Membership of the PDPA is open to all players of the appropriate standard, who from 2011 onwards needed to first earn a PDC Pro Tour card at Qualifying School. PDPA members have the right to qualify and play in PDC Premier televised tournaments as well as on the PDC Pro Tour.
Chris Davies, Managing Director of 2plan wealth management Ltd, said “I was honoured to meet Peter and his team from the PDPA and am delighted with the deal. This is great news for all of us at 2plan, and especially for Sean and Gary.” Said 2plan’s Sean Jones: “We are naturally over the moon to have been chosen by the PDPA, as its preferred IFA. It’s a superb endorsement, and we are very proud.
We are obviously keen to provide Association members with a first class service, and we are in the process of building them their own unique web site, enabling them to see the financial products they own, obtain valuations, and access a wide range of financial information. Gary and I are not unfamiliar with competition darts, but rest assured, we will be doing a little research to make sure we know the difference between a Black Dog and a Black Hat, and a High Ton and a Hail Mary!”
For more information and/or interview opportunities, please call Sean Jones or Gary Morris on 01684 588188 or Mobile: 07973 822475.
There will also be an area on the pdpa website members area for more information
2plan wealth management Ltd are a nationwide network of around 300 independent financial advisers. The firm’s success has been publicly recognised and rewarded with a number of prestigious industry accolades, to include Money Marketing Magazine awards for use of technology and customer service. Gary Morris was also voted ‘Best Adviser’ (Malvern and the surrounding area) in FT Adviser’s Mystery Shopper survey.
Gary became ‘Chartered’ in 2011, and also has the ‘STEP’ qualification, which is quite rare in the industry and gives the firm a leading edge when setting up complicated and tax reducing trusts for high net worth clients.
Sean, who is Diploma qualified, is currently studying for his ‘Chartered’ status, and has been the financial voice of BBC Hereford & Worcester radio for 11 years, appearing on the region’s television news programme, ‘BBC Midlands Today’. Gary has also given live broadcast advice on both BBC radio and local commercial radio.
Current affiliations include ‘Resolution’; a legal industry-recognised stamp of approval for dealing with the financial affairs of clients involved in relationship breakdowns, and Sean and Gary are applying for accreditation to ‘SOLLA’ (Society of Later Life Advisers), adding credibility to its discussions with the older and retired members.
The Financial Services Authority do not regulate tax planning or legal advice.
2plan wealth management Ltd is authorised and regulated by the Financial Services Authority. It is entered on the FSA register (www.fsa.gov.uk) under reference 461598.
Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ.
This release has been prepared on behalf of 2plan wealth management Ltd by Sharon Gilbert, Press & PR.