Anthony Wade

Independent Financial Adviser  3 Whitfield Business Park, Ilkley, West yorkshire, LS29 8EY
check
FCA authorised
Last authorised 28th September 2020
bespoke solutions tailor made specifically to the requirements of client's needs
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Commercial motor
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Travel
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Meet our advisers
Anthony Wade
About us

2plan Wealth Management are a team of multi award winning, highly qualified and experienced whole of market independent financial advisers based in Knaresborough, with the back up of a national organisation

Our services

I personally have 30 years experience in the industry and specialise in the pensions, investments and protection markets both on an individual and corporate level

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

3 Whitfield Business Park, Manse Lane, Knaresborough, Harrogate, HG5 8BF

Similar advisers near you

Independent Financial Adviser 0.18 mi
Bespoke advice following a thorough assessment of where you are now and how to get where you want to be.
 
Independent Financial Adviser 0.42 mi
We believe in working with our clients to provide them with proactive financial advice tailored to them.
 
Independent Financial Adviser 0.42 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.
 
Independent Financial Adviser 0.48 mi
Guiding you with integrity, we specialise in providing expert financial advice on retirement planning, investments and pensions.