2plan wealth management
Financial Services • 
Leeds, England, United Kingdom • 201-500 Employees
Company overview
| Headquarters | Bridgewater Place, Water Lane, Leeds, LS11 5BZ, GB |
| Phone number | +445998270 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Financial Planning, Professional Independent Financial Advice, Regulatory-Led With Award-Winning Technology |
| Employees | 201-500 |
| Socials |
Key Contacts at 2plan wealth management
Claire Limon
Managing Director
Joanne Rigby
Proposition Director
Elizabeth Haran
Risk And Compliance Director
Anthony Kevin Mason Dippfs
Independent Financial Adviser And Founder Of A.K.M Financial Wealth At 2Plan Wealth Management Ltd
Darren A Smith
Founder Member Ifa, Executive Member
Mike Robinson
Director Of A Financial Consultancy Practice
Nick Hewitt
Financial Director
Nick Hewitt
Finance Director
Raj Sudra
Owner
Carolyn Laurenson
Pa To The Directors
2plan wealth management Email Formats
2plan wealth management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@2plan.com), used 51.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@2plan.com | 51.2% |
{first name}.{last name} | john.doe@2plan.com | 47.8% |
About 2plan wealth management
2plan wealth management is the UK's largest independent advisory firm. 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.
2plan wealth management revenue & valuation
| Annual revenue | $37,500,000 |
| Revenue per employee | $108,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $120,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 201-500
Seniority
Employees
Employees by Department
2plan wealth management has 231 employees across 10 departments.
Departments
Number of employees
Funding Data
2plan wealth management has never raised funding before.
2plan wealth management Tech Stack
Discover the technologies and tools that power 2plan wealth management's digital infrastructure, from frameworks to analytics platforms.
Security
Operating systems
Video players
Maps
CDN
Advertising
JavaScript libraries
JavaScript libraries
Analytics
UI frameworks
Web frameworks
Belgium
Germany
Canada
Spain
United States
Frequently asked questions
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