Skip to Content

Personal Financial Planning

Business Financial Planning

NHS Pension Specialists

The Seven Stages® of Financial Freedom

The Five Different Types of Wealth

Financial Planning Life Cycle

LOGIN

Personal Financial Planning

Business Financial Planning

NHS Pension Specialists

The Seven Stages® of Financial Freedom

The Five Different Types of Wealth

Financial Planning Life Cycle

LOGIN

Folder: WHAT WE DO

Personal Financial Planning

Business Financial Planning

NHS Pension Specialists

Folder: INSIGHTS

The Seven Stages® of Financial Freedom

The Five Different Types of Wealth

Financial Planning Life Cycle

LOGIN

Client Agreement

For more information about services, costs and charges, you can download a copy of our client agreement at the link below:

DOWNLOAD CLIENT AGREEMENT

Independent Financial Advice

Award-winning independent financial advice, designed to build genuine, lasting financial confidence.

Client Agreement - T&C’s

Get Started

Book a Discovery Call

Services

Financial Planning

Seven Stages of Financial Freedom

The Five Different Types of Wealth

Financial Planning Life Cycle

Company

Your Guide to Making a Complaint

Best Execution Policy

Client Classification

Customer Fraud Awareness

Conflicts of Interest Policy

Vulnerable Client Policy

Whistleblowing Policy

Seven Stars Private Wealth Limited is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Seven Stars Private Wealth Limited is entered on the FCA register (www.FCA.org.uk) under no. 1004978. Registered office: Kensington House, Bishop Auckland, DL14 6HX. Telephone number 01388 605785. Registered in England and Wales Number: 09788039. 2plan wealth management is entered onto the FCA register (www.fca.org.uk) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270. © Copyright 2026 Seven Stars Private Wealth Limited. All rights reserved.