2plan Wealth Management Ltd
13th August 2018
Retirement, investment, mortgage and protection advice, in the comfort of your own home.’
We can advise you on
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Financial planning
- Wealth management
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Unit trusts
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Mortgages
- Buy to let
- Equity release
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
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Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & retirement planning
- Pensions review
- Pensions transfer
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Savings
- Lump sum
- Regular savings
- Savings for children
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Business
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
Meet our advisers
Andrew Galston
Advisor
Qualifications & Accreditations
MAQ - Mortgage Advice Qualification (CII)
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
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.
R06 - Financial Planning Practice (CII)
This qualification helps advisers develop and demonstrate their financial planning capabilities.
R01 - Financial Services, Regulation and Ethics (CII)
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
ER1 - Equity Release (CII)
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
R04 - Pensions and Retirement Planning (CII)
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
What our clients say
On my husbands death l felt l needed to sort out my finances as keeping a home going on one income is very expensive , and l didn't have very much in pension income , but quite a lot in savings which were not earning very much for me . I was reccomended to Andy by two friends and sought his advice. he advised me to invest my money in a much sounder way . I have been very pleased with my investments which have given me peace of mind in my later years . I now face the future with the knowledge that my money is as safe as it can be and l have access to it when l need to top up my income .
We recently consulted Andy for advice regarding our re-mortgage and also tips re insurance and ways to pay off our mortgage earlier. Andy gave us the required advice and pointed us in the correct direction to achieve all our goals re mortgage and insurance requirements. Andy gave us the required advice and pointed us in the correct direction to achieve all our goals re mortgage and insurance requirements. Can`t really think of anything Andy could have done better for us.Both me and my partner recommend him highly.A really nice professional and knowledgeable advisor.
I needed someone to look after my pension and also to sort out critical illnes cover etc.He listened carefully to what I had to say and came up with various options that suited my circumstances. Once I made a decision he organised everything very quickly & efficiently. He has also organised quite a few mortgages for me, all of which have been dealt with extremely professionally & speedily. Yes, I'm happy with my pension and all the mortgage deals gave been great. I'm not sure that there is anything Andy could have done better, I'm really happy with everything
Required a clear, qualified, understanding of all options available. Andy provided clear; concise and trusted advice on all options available and considered affordability. This advice led to Andy providing various insurance and protection options allowing myself to select the appropriate policy for my needs. The outcome helped me to consolidate the various policies I had.
Where to find us
About us
2plan wealth management is one of the leading and largest nationwide IFA firms in the UK, providing professional independent (whole of market) financial advice with high quality service and support.
Our philosophy is always to ensure that the client experience is paramount, which means our advisers pride themselves on building trusted and lasting long-term relationships
Our services
Using innovative technology to support both advisers and clients, we provide an extensive range of wealth management, retirement, investment, mortgage, protection and financial planning services.
Similar advisers near you
We can be judged by the willingness of many of our clients to recommend us to their family & friends.
Andy Orr, I have over 35 years industry experience providing tailored financial solutions for clients. First meeting is free.
I have 28 years experience in helping my clients achieve their financial goals in the forever changing world of Finance.
I am your local independent financial adviser. For a no obligation initial conversation, call David Illingworth direct on
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