Andrew Cope at 2plan wealth management Ltd
Initial consultation free
Independent
I am a trusted professional specialising in pension and investment advice, providing individually tailored solutions to achieve your financial goals.
We can advise you on
Clients
helped
165helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£500k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Andrew Cope DipPFS BA (Hons)
Financial Adviser
What our clients say
p
Peter
I was looking to retire as soon as possible & needed to find the best way to use my pension funds.
Andrew advised me on various options for investing my pension funds, taking in consideration my...
t
Tina
He advised me on the options available to me.
I was extremely happy with Andrew and cannot think anything could have been done better
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Elaine
Andrew reviewed my pension pots and advised me on all the options available. He considered my current situation, financial needs and attitude to risk. He explained annuities and draw down pensions in...
p
Pat
I am retiring at the end of may and wanted help with my private pensions and savings.
He helped by asking about my retirement plans so he could work out the best package for me. Offered me all the...
s
Susan
Excellent financial advice that was very much tailored to our situation. Andrew listened and understood our circumstances and provided a range of options for us that were clearly...
Compliance
2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (<url hidden>) 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
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