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  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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
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Response rating
7.0/10
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FCA authorised
Last authorised 29th June 2020
Meet our advisers
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:
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    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 June 2020

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