Response rating

7.0/10

19th June 2017

2Plan Wealth Management - Andrew Tams

Independent Financial Adviser Total Solutions Group, 1st Floor 21 Chapletown, 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

Mortgages
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
- Sub prime
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Financial planning
- Wealth management
Long term care
- Long term care

Meet our advisers

Andrew Tams

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

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

CeMAP - Certificate in Mortgage Advice and Practice (IFS)

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.

CISI Diploma (CISI)

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

Diploma in Professional Financial Advice (SQA)

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

Accreditations

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

Where to find us

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.

Compliance

2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services 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 Number: 05998270’

We can advise you on

Mortgages
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
- Sub prime
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Financial planning
- Wealth management
Long term care
- Long term care

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£0

Minimum mortgage value

£125,000

Website

Compliance

Contact options

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