Andrew Cope @ 2plan wealth management Ltd
M33, Sale
M33, Sale
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."
Be the first to leave a review for Andrew Cope @ 2plan wealth management Ltd.
What do you love most about your job?
I enjoy helping clients navigate through the complex financial maze to reach and exceed their financial goals!
Why should our clients choose you?
I have 20 years experience in the financial services industry and over 10 years as a Independent Financial Adviser offering bespoke advice to range of individual clients in all aspects of financial planning, as a result I have demonstrable knowledge, qualifications and experience.
I specialise in the following areas:
-Redundancy Counselling
-Pensions & Retirement Planning
-Investments & Savings
-Inheritance Tax Planning
Can you provide your services online or remotely? If so, please add details.
I can be flexible and either meet you face to face, via Teams, or on by phone.
What changes have you made to keep your customers safe from Covid-19?
I can keep the whole process contact free via Teams meeting and my secure customer portal.
Independent Financial Advice
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.
I specialise in the following areas:
-Redundancy Counselling
-Pensions & Retirement Planning
-Investments & Savings
-Inheritance Tax Planning
I work on a fee basis. All costs will be discussed at our first meeting, which is free of charge.
2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk ) under reference 461598.
Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ.
Registered in England Number: 05998270
