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.
Director & Chartered Financial Planner
Aled is married to Cerys. They have 4 children, Ava, Lucas, Ben and Alexandra.
Aled is a Chartered Financial Planner, having completed the CII’s Advanced Diploma in Financial Planning.
He has worked in financial services since 2009, initially as a paraplanner before transitioning to adviser in 2011.
Previously he studied mathematics at Aberystwyth University, obtaining a First Class Honours degree, Masters degree and doctorate.
Married to Malcolm and mother of two daughters, Lydia and Hannah.
Tracy has 25 years experience working in the financial services world. Tracy has been a part of the team since 2004.
Tracy spent time as a paraplanner getting involved with the research required to make advice recommendations. She transitioned to an advice role in 2011 and enjoys sitting face to face with clients, helping them resolve financial problems and difficulties.
Mortgage & Protection Adviser
Married to Gareth and mother of two children Scarlett and Eli.
Kelly is an Independent Mortgage and Protection adviser – having completed CII qualifications in mortgage advice, equity release and financial protection
She previously studied a degree in Business Studies and Human Resource Management at Cardiff University obtaining first class honours.
Kelly will mainly specialise in helping clients with their mortgage and protection needs. She is also continuing her studies and currently working towards completing CII level 4 diploma in Regulated Financial Planning.
Andrea is married to Elfyn and has two children, Steffan & Ffion.
Andrea ensures the smooth running of the office, and with a seldom talked about doctorate in Biochemistry in her past, we know we are in safe hands.
Mother of 4 and married to Wyn!
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 has taken a step back from her client-facing role having been a mortgage adviser for over 15 years. She remains a Director of the firm and is involved behind the scenes providing guidance and support.