Welcome to our website. As independent financial advisers we can provide advice on investments, retirement planning, the financial protection of your family or your business and purchasing property. We are able to source products and funds from the whole of the market and build long lasting professional, trusted relationships with clients ensuring that we treat our customers fairly.

We're motivated to help you with your short, medium and long-term goals and can assist you in creating a financial strategy that will work for you.

Please browse the site to see how we can help you, and please feel free to use the feedback form to get in touch.

About 2plan

2plan wealth management Ltd is a national, independent, whole of market, firm of financial advisers (IFAs) and is authorised and regulated by the Financial Conduct Authority. 2plan provides structure and complete compliance and technology services to self-employed financial advisers across the UK. The IFAs are equipped with the latest technology services available in order for them to provide enhanced services to their clients, build professional business relationships and ensure we always treat our customers fairly.

Financial News

2plan are not responsible for any information provided by any other source once you leave the 2plan site. We don’t endorse or support any products that are promoted or detailed on any other websites you can visit from the 2plan site. It’s recommended that you take financial advice before entering into any financial commitments or making an investment.

Financial Guides