1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. Yorkshire And The Humber
  6. breadcrumb-arrow
  7. West Yorkshire
  8. breadcrumb-arrow
  9. Pudsey
  10. breadcrumb-arrow
  11. 2Plan Wealth Management - Andrew Tams

2Plan Wealth Management - Andrew Tams

Independent Financial Adviser  2Plan Wealth Management, Pudsey, West Yorkshire, LS28 7RZ
First meeting at adviser's own cost
A local friendly practice offering clear face-to-face advice and solutions in a confused market place.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 29th March 2021
Meet our advisers
MR Andrew Tams
Independent Financial Adviser

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection

What our clients say
Andy has handled the financial affairs of my family and I over the years. He explains clearly and simply the options available and the timeliness of his advice is second to none. I value his attentiveness and his professional friendly manner. He takes pride in his work and has helped me to create a better, stronger financial future. I would recommend him without reservation.
Michelle Sharp, Adel, Leeds
Andy Tams is undoubtedly a conscientious and extremely qualified professional in his field. Andy has consistently supported my financial requirements for the last 15 years through a series of products and services, both on a personal and business basis. I have no hesitation in recommending Andy and would happily endorse his commitment and personable approach to anyone.
Harry Stevenson- Company Director, ACS Business Supplies Ltd. Bingley, West Yorkshire
About us

A local friendly practice offering clear face-to-face advice and solutions in a confused market place. We always offer a free Initial Meeting with no obligation, and pride ourselves on the number of recommendations we receive from our very satisfied clients. With 24 years experience giving financial advice to individual & corporate clients we know that every clients needs vary; so we offer a bespoke range of services to suit your requirements from Retirement Planning, Workplace Pensions, Savings, Investments, Protection, Inheritance Tax Planning and Mortgages. With our friendly approach we hope to build long-term relationships and offer ongoing services and support.

Our services

As Independent Financial Advisers, we will ensure you find the best solution and will provide you with clear, transparent expert advice on your options to both individual and corporate clients.

Where to find us
Head office address: 2Plan Wealth Management, First Floor 21 Chapeltown, Pudsey, West Yorkshire, LS28 7RZ
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£0
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 29th March 2021

Similar advisers near you

Mazars Financial Planning Limited
Independent Financial Adviser 0 mi
We aim to be your "trusted adviser" - the adviser you turn to for tailored advice and innovative ideas.
 
See profile
Retirement Solutions (UK) Ltd
Restricted - whole of market 0.42 mi
We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
 
See profile
Rockwood Financial Solutions
Independent Financial Adviser 0.73 mi
At Rockwood Financial Solutions we deliver sound financial advice in a simple, down to earth and caring manner. We have helped over 500 customers to achieve their financial aims, set their financial path and work out how their financial tree can grow.
 
See profile
The Private Office
Independent Financial Adviser 0.86 mi
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
 
See profile