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01494 683 100
info@2hwealthcare.co.uk

2hwealthcare
22 Wycombe End
Beaconsfield
Bucks
HP9 1NB

Tel : 01494 683 100
Fax: 01494 683 101

Our Team

Stephen Wilson BA(Hons) CertPFS

Stephen is a business graduate and has over 25 years experience in financial services, including intermediary distribution with Prudential in the City and the Thames Valley where he was a branch manager. Prior to establishing 2hwealthcare, he provided financial consultancy services for a number of accountancy firms and has been involved with the London Society of the ICAEW including seminars and presentations.

Stephen specialises in providing investment advice and portfolio services.

Sara Mountford BSc (Joint Hons) CeMap

Sara is a science graduate and spent a number of years in medical research. She has worked in financial services since 1994 with extensive experience in bancassurance and has been a mortgage adviser. Within 2hwealthcare, she is responsible for portfolio administration and business support.

Adrian Jones BA

Adrian undertakes a technical and investment research role within 2hwealthcare. He has worked within the pensions industry and possesses extensive experience and qualifications.