Andrew Jones

Independent Financial Adviser 26 Alverley Way, Birdwell, South Yorkshire, Barnsley, S70 5SS
First meeting at adviser's own cost
Response rating
9.2 /10
FCA verified
19th August 2019
Fully qualified professional independent financial adviser with over 20 years experience offering friendly impartial advice for individuals and corporate clients.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Estate planning
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Andrew Jones CeFA DipFA
Where to find us

26 Alverley Way, Birdwell, South Yorkshire, Barnsley, S70 5SS

Make an enquiry
About us

2plan Wealth Management Ltd comprises an experienced team of independent financial advisers. We have advisers across the country that can see you at a convenient location.

Our services

At 2plan Wealth Management Ltd we put you first. Throughout our business practices and processes our primary focus is customer satisfaction. Because of our independent status, we are proud to offer the very best and most appropriate impartial financial advice, achieved by having access to an extensive range of products across the whole of the market. I am committed to providing the best possible client experience and build lasting relationships with every customer. Consequently, my aim is to ensure that my customers will view me as a trusted and dependable source of financial advice throughout their lifetime.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
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.

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