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

Independent Financial Adviser

07977 246633 Visit Website

Customer Reviews

Simon was truly invaluable in proving financial advice and guidance for a number of services including insurance and mortgage application and acceptance. Had it not been for Simone it is unlikely we would have completed all of the required steps within the short time frame we had requested. Therefore, I can highly recommend Simon in his capacity as an IFA.

Nick Fisher

Simon spends a lot of time researching the products available. He never goes for just the easy option - he will give you the pro's and cons of every offer on the market. His advice is always trusted and appreciated and I would strongly recommend him to anyone.

Julian

Simon has helped us in our many complicated financial dealings, including mortgages, pensions, life policies and insurances. He has always clearly explained all aspects in an easy to understand manner. We would have no hesitation in recommending him.

Jennifer

Simon was truly invaluable in proving financial advice and guidance for a number of services including insurance and mortgage application and acceptance. Had it not been for Simone it is unlikely we would have completed all of the required steps within the short time frame we had requested. Therefore, I can highly recommend Simon in his capacity as an IFA.

Nick Fisher

Simon spends a lot of time researching the products available. He never goes for just the easy option - he will give you the pro's and cons of every offer on the market. His advice is always trusted and appreciated and I would strongly recommend him to anyone.

Julian

Simon has helped us in our many complicated financial dealings, including mortgages, pensions, life policies and insurances. He has always clearly explained all aspects in an easy to understand manner. We would have no hesitation in recommending him.

Jennifer