2Plan Wealth Management Ltd

2Plan Wealth Management Ltd

 

About 2Plan Wealth Management Ltd

2plan wealth management is one of the leading and largest nationwide IFA firms in the UK, providing professional independent (whole of market) financial advice with high quality service and support.

Our philosophy is always to ensure that the client experience is paramount, which means our advisers pride themselves on building trusted and lasting long-term relationships.

Our focus is to bring together the best of breed in whole of market adviser firms to provide financial planning and wealth management for private investors and businesses across the UK. Our strategy is built on giving our advisers structured technology-based processes, creating maximum cost efficiency and minimal administrative burden.

Using innovative technology to support both advisers and clients, we provide an extensive range of wealth management, retirement, investment and financial planning services

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

Contact Simon

Simon Jenkins

Simon Jenkins

Independent Financial Adviser

07977 246633 Visit Website

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