Andrew Jones

Independent Financial Adviser  26 Alverley Way, Barnsley, South yorkshire, S70 5SS
First meeting at adviser's own cost
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
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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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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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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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Payment protection insurance
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Estate planning
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Taxation planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
9.2/10
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FCA authorised
Last authorised 15th January 2020
Meet our advisers
Andrew Jones CeFA DipFA

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

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.

Where to find us

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

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Face to face
Response rating
9.2/10
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FCA authorised
Last authorised 15th January 2020

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