2plan wealth management Ltd

Name: 2plan wealth management Ltd
Address: Bridgewater Place, Water Lane, Leeds, LS115BZ, GB
Telephone: +448712203720

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2plan wealth management Ltd

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2plan wealth management is the UK's largest independent advisory firm.

For Advisers
2plan wealth management provides the shelter for advisers to conduct business in a safe environment, whilst also giving full support throughout the advice process, according to individual needs. Our technology systems streamline the core business processes and allow advisers to increase the amount of valuable time spent with clients. For Clients
At 2plan we pride ourselves in offering exceptional client value by focussing on the ‘2plan client experience’. Our approach is to build trusted, professional relationships with our clients, including extensive enhanced services which provide knowledgeable advice on more complex needs and solutions. We aim to protect and enhance clients’ assets by creating a truly personal financial plan, allowing the adviser to provide an individually tailored client experience. All of this must be achieved with great efficiency, but without sacrificing the quality of service, and 2plan has built a unique wealth management advice system specifically for this purpose.

14/10/2026

Independent or restricted advice. Do you know the difference?

Both models can help clients achieve their financial goals, but the way advice is delivered can look very different.

Explore the key differences between independent and restricted advice.

Independent by Design. Supported by Choice.

13/10/2026

A huge congratulations to Suzannah Newham, Ellen Watson, and Anthony and Karen Scott, who completed the London Royal Parks Half Marathon in support of The Openwork Foundation this weekend. 🏃‍♂️

Taking on 13.1 miles through some of London's most iconic parks, they showed incredible dedication in support of charities helping people facing challenge and disadvantage.

A big thank you to everyone who donated, supported and cheered them on. We're incredibly proud of their achievement and the difference their fundraising will make to vulnerable people and communities.

10/10/2026

This World Mental Health Day, we're recognising the important link between financial wellbeing and mental health.

Research from the Mental Health Foundation highlights that financial pressures can have a significant impact on mental wellbeing, leaving many people feeling stressed, anxious, or uncertain about the future.

By raising awareness, reducing stigma and encouraging open conversations, we can help create environments where people feel supported.

08/10/2026

Montenegro Cycle Challenge: Days 3 and 4🚴

Days 3 and 4 were all about grit, determination and spectacular scenery. With tired legs and steep mountain roads ahead, our riders dug deep to cover another 130km across Montenegro, tackling a demanding climb from Izlazak before being rewarded with breathtaking alpine views and a sweeping descent into Nikšić.

Every climb conquered and every kilometre completed is helping to raise vital funds for vulnerable children and families across the UK.

We couldn't be prouder of the resilience, commitment and team spirit being shown every step of the way.

07/10/2026

What does it really mean to be an Independent Financial Adviser?

For many advisers, independence is about the freedom to put clients first, build a business that reflects their values, and choose the solutions they genuinely believe are right.

But true independence doesn't have to mean doing everything alone.

At 2plan, advisers can enjoy the flexibility and autonomy that comes with being independent, backed by the support, expertise and infrastructure of an established network.

Independent by Design. Supported by Choice.

02/10/2026

Good luck to our team of 14 riders as they set off on the Montenegro Cycle Challenge this weekend.🚴

Over the next five days, they'll cycle 345km through Bosnia and Montenegro, tackling more than 4,600m of climbing along the way.

Every mile ridden will help raise vital funds through The Openwork Foundation, supporting vulnerable people and communities who need it most.

Good luck to everyone taking part. We'll be cheering you on and can't wait to follow your journey.

30/09/2026

Our Foundation Autumn Newsletter is now live 🍂

Packed with inspiring stories of fundraising, volunteering and community impact, this edition celebrates the incredible difference advisers and colleagues across the Openwork Partnership have made in recent months.

From taking on ultra challenges to helping lay the foundations for a new school in Malawi, it's a reminder of what we can achieve when we come together for good causes.

You'll also find exciting opportunities to get involved in the year ahead, including:
🏃 The Bath Ultra Challenge next March
🏔️ An unforgettable trek to Everest Base Camp next November

Together, we're creating lasting change in communities across the UK and around the world.

Read the latest edition here: https://openwork-services-limited.paperturn-view.com/foundation-newsletter-autumn?pid=ODk8960884&v=1.1&p=1&source=qr

29/09/2026

As World Alzheimer’s Month comes to an end, we want to share how you can access support from our partner Dementia UK if you or someone you know are affected by dementia.👇

24/09/2026

Could you cover an unexpected expense tomorrow? 💰

This UK Savings Week, we're looking at the latest savings statistics across the UK.

Swipe to see the average UK savings in 2026 and how your savings compare.

Address

Bridgewater Place, Water Lane
Leeds
LS115BZ

Telephone

+448712203720

Website

http://www.2plan.com/

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