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  11. Andrew Cope at 2plan wealth management Ltd

Andrew Cope at 2plan wealth management Ltd

Independent Financial Adviser  50 Avonlea Road, Cheshire, Sale, SK12 1BP
First meeting at adviser's own cost
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
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Annuity purchase
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Pension consolidation
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Pension drawdown
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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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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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Regular savings
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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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Estate planning
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Taxation planning
Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
phone Show number
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FCA authorised
Last authorised 25th October 2021
Meet our advisers
Mr Andrew Cope DipPFS
Financial Adviser

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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 an ability to analyse pension and retirement planning issues.

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

Accreditations
Certified Financial Planner
What our clients say
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 a way that was easy to understand so that I was better able to make a decision on the best option for me. He has kept me up to date with the whole process and explained everything clearly. Andrew is very knowledgeable and professional. I was hesitant to go to a financial adviser but Andrew was recommended to me by friends who were both highly satisfied with his advice. I am so pleased that I went to Andrew Cope for advice.
Elaine, Derby
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 communicated. Andrew has confirmed that all arrangements have been made and regular reviews are in place. Very happy with service provided - Andrew has been excellent.
Susan, Wirral
He advised me on the options available to me. I was extremely happy with Andrew and cannot think anything could have been done better
Tina, Wigan
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 options and guidance for what was best for me. I am highly delighted he did home visits to suit me and answered all the questions I needed to know.
Pat, Derby
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 current & future needs & my attitude to financial risks. He explained everything in an understandable manner. My pension investment has performed very well since it was set up & is providing a level of income that is suitable for my needs. Most importantly I don't need to work anymore & I can enjoy doing the things that I want to do! I can't really think of any improvements.
Peter, Nottingham
About us

At 2plan wealth management Ltd, we offer
comprehensive financial advice designed to
protect and enhance your future prosperity
and have been providing financial planning
solutions for clients since 2007."

Our services

I provided specialist advice to range of individual clients in all aspects of financial planning, as a result I have demonstrable knowledge, qualifications and experience.

I specialise in the following areas:

-Redundancy Counselling
-Pensions & Retirement Planning
-Investments & Savings
-Inheritance Tax Planning

I work on a fee basis. All costs will be discussed at our first meeting, which is free of charge.

Where to find us
Head office address: 50 Avonlea Road, Cheshire, SK12 1BP
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
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

Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
phone Show number
check
FCA authorised
Last authorised 25th October 2021

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