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.
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.
He advised me on the options available to me.
I was extremely happy with Andrew and cannot think anything could have been done better
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.
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.
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."
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.
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
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