Andy Hawkins at 2Plan Wealth Management

Independent Financial Adviser  South Zeal, Okehampton, EX20 2LA
First meeting at adviser's own cost
The importance of financial planning gives us all a chance to plan our futures in the knowledge that we will have a prosperous retirement. I believe in offering good value to clients, achieved by reduced costs and great ongoing advice and service.
We can advise you on
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Annuity purchase
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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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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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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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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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 16th May 2022
About us

I believe strongly that financial planning should be accessible to all at a fair cost, to work with people of all ages for a brighter future.

Whether this is building towards retirement, understanding what you can spend at retirement or how to pass on wealth to future generations, all aspects of financial planning will be considered.

I use portfolios that are actively managed whilst designed to reduce investment costs. In addition, I look to reduce ongoing advice costs as your money grows providing even better returns.

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Our services

Working with clients finances would usually start with cash flow planning. This helps set out your financial future whether that is understanding what you need to save, or how much you can draw in retirement.

Upon further discussion, we agree a suitable action plan that is tailored to your personal circumstances.

As an independent Financial Adviser, I will ensure that the most suitable solutions are obtained using the whole of the market, building a portfolio that meets your requirements as well as at a reduced cost.

Ongoing advice is essential to ensure that your wealth is suitably looked after and can be passed down the generations as efficiently as possible. I believe that intergenerational advice allows for an effective transfer of wealth and will ensure that the family is looked after in future years.

Where to find us
Head office address: South Zeal, Okehampton, EX20 2LA
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
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

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 16th May 2022

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