We have a highly competent and qualified team with over 50 years of combined experience in financial services as well expertise in other key areas like leadership.
H Wyn Jones FPC, DipIP
Father of 4 and married to Angharad.
Wyn has been in the financial services industry since 1978 and an independent financial adviser, running his own business for 30 years, before becoming a founder member of 2Plan Wealth Management.
The most experienced member of the team, Wyn is a
- Founder Member of the Institute of Financial Planning
- Life & Qualifying Member of MDRT (The premier
association of financial professionals)
- John Maxwell Certified Speaker, Trainer & Coach
- participant in the Strategic Coach programme for six years.
In his spare time Wyn enjoys reading and has an unhealthy obsession with Starbucks coffee.
Angharad Ll Jones BA FPC CeMAP
Mother of 4 and married to Wyn!
Angharad has been a part of the team for the past 5 years. Angharad, a language and arts (literature) student, made a big change in her career when entering the world of financial advice back in 2004.
Angharad specializes in helping clients own their homes and protect their families. Helping clients fulfill their dream of owning a home gives Angharad great satisfaction in spite of the many hurdles that have to be cleared to complete the house purchase process.
Tracy Wyatt FPC, DipIP
Married to Malcolm and mother of two daughters, Lydia and Hannah.
At age 35 Tracy already has 17 years worth of experience working in the financial services world. Tracy has been a part of the team since 2004.
Tracy has been heavily involved with the background work and research before financial advice is provided. She is committed to a development programme which means that she will probably be the first of us to attain Chartered status!
Tracy wants to spend less time in front of computer screens and more time face to face with clients. Tracy gets a buzz from helping clients resolve financial problems and difficulties.
Dr Aled Wyn
Aled is married to Cerys. They have 3 children, Ava, Lucas and Ben.
Aled has a First Class Honours degree, a Masters degree and was awarded a PhD in Applied Mathematics in May 2010.
Aled has also studied towards financial services qualifications throughout his time at university. He has completed his Certificate in Financial Planning and Certificate in Mortgage Advice and a Level 4 Diploma in Investment Planning.
Aled spent two years as a Paraplanner before making the transition to Financial Adviser.