2plan Wealth Management

Get to know 2plan Wealth Management

2plan wealth management is one of the UK’s leading financial networks. Our proposition is designed to provide client-led professional financial advice, backed up by the highest quality service and support. We advise on products across the whole marketplace and we act solely in the best interests of our clients at all times. We do not act on behalf of any product provider, bank or insurance company. Our focus is to bring together the best of breed in advisers and 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 a bespoke, modular advice process, we provide a robust and compliant business model offering the highest commitment to client service standards. We proudly boast a great culture at 2plan with advisers scoring us highly on the services and support we provide, enabling them to spend more time with their clients and leave the administration, regulation and technology to us. Alongside that, we have always invested strongly in technology. Our advisers and their clients tell us that our Client Access Portal is second-to-none in the way advice and service can happen remotely in a secure and compliant way. It’s a tool that has really come into its own this last year. What’s more, we have our own IT company, which is a brilliant addition to our proposition. Our philosophy is always to ensure that the client experience is paramount, and our all advisers pride themselves on building trusted and lasting long-term relationships. 2plan wealth management provides the tools and expertise, support and services so every financial adviser and firm can conduct business in a safe environment, whilst also giving specialist advice and help throughout the advice process, according to the individual needs of every client.

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