Andrew Cope at 2plan wealth management Ltd

Independent Financial Adviser  50 Avonlea Road, Cheshire, 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
Annuity purchase
Pension consolidation
Pension drawdown
Pensions & retirement planning
Pensions review
Pensions transfer
Wealth management
Ethical investments
ISA / Unit Trusts / OEICs
Investing for income
Investment trusts
Offshore investments
Socially responsible investments
Traded endowment policies
Unit trusts
Lump sum
Regular savings
Critical illness
Income protection insurance
Life insurance
Estate planning
Taxation planning
Response rating
FCA authorised
Last authorised 16th May 2022
What our clients say
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
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
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
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
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
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)
Minimum pension value
Minimum mortgage value
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

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

Response rating
FCA authorised
Last authorised 16th May 2022

Similar advisers near you

Independent Financial Adviser 0.12 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
Independent Financial Adviser 0.2 mi
Independent, unbiased advice delivered face to face. Adviser with over 20 years experience. Initial meeting without obligation or charge.
Independent Financial Adviser 0.35 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
Restricted - whole of market 0.78 mi
We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers.