2plan wealth management Ltd

2plan wealth management Ltd 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.

Meet Carl Lavis, Director and Chartered Financial Planner, now in his third year with 2plan. Carl began his career in fi...
03/06/2026

Meet Carl Lavis, Director and Chartered Financial Planner, now in his third year with 2plan.

Carl began his career in financial services in 2004, starting in an administrative role that gave him a thorough, ground up understanding of how advice businesses truly operate. In 2009, he moved into an advisory position, initially specialising in mortgages and protection, before transitioning into financial planning in 2010.

Since then, one of Carl’s proudest achievements has been building a strong, high performing team around him, a foundation that enables him to deliver thoughtful, client focused advice.

What Carl values most about working with 2plan is the balance of independence and support:
“The combination of independence and support. Being able to do what’s right for clients without compromise, while having the infrastructure and compliance backing of a larger network behind you, is genuinely the best of both worlds.”

What Carl finds most fulfilling is seeing a client’s anxiety about the future turn into confidence, whether that’s someone on the cusp of retirement finally ready to take the leap, a business owner gaining clarity about their next chapter, or a family navigating a major life change.

https://www.2plan.com/

This Volunteers’ Week, we’d like to say a huge thank you to everyone who gives their time to support The Openwork Founda...
02/06/2026

This Volunteers’ Week, we’d like to say a huge thank you to everyone who gives their time to support The Openwork Foundation. 💙

The Openwork Foundation is a registered UK charity which funds charity projects across the UK and overseas that support vulnerable people who are facing difficult circumstances. Our colleagues and partner firms help us to raise funds and choose the charities we support.

From our Trustees, Grants and Fundraising Committee Members, Ambassadors and Colleague Champions, to those fundraising, supporting our day-to-day work, and giving their time to local charities, your impact is incredible.

28/05/2026

An unforgettable evening 🎲✨

Thank you to everyone who joined us at the High Rollers Ball last week. Together, we raised an incredible £26,760, boosted by the generous 50% uplift from The Openwork Partnership.

These vital funds will help to make a real difference, helping to support vulnerable adults and children through grants in our communities.

A huge thank you to our fantastic host, Connor Phillips, our inspiring speakers, and to our generous sponsors who made the evening possible.

And of course, thank you to everyone who attended, donated, played, and supported, your generosity truly means so much. 💛

Meet Tony Pound, Independent Financial Adviser at Journeyhappy Financial Planning, now in his second year with 2plan. Wi...
27/05/2026

Meet Tony Pound, Independent Financial Adviser at Journeyhappy Financial Planning, now in his second year with 2plan.

With over 30 years’ experience in financial services, Tony began his career in life companies before moving into face to face advice roles with large financial organisations. He later transitioned into a self employed position with a smaller independent firm, where he could build a business aligned to his own values.

What Tony values most about working with 2plan is the balance it offers between independence and support:
“I can build my business in a way that reflects my own values and approach, while also benefiting from the backing of a strong and professional network.”

For Tony, the most rewarding part of his role is helping clients who come to him feeling uncertain about retirement, their finances, or what the future holds. Simplifying complex decisions, building confidence, and helping clients feel more positive about what’s ahead is what makes the job truly worthwhile.

https://www.2plan.com/

Meet Haran Bains, Owner and Independent Financial Adviser at Bains Financial Consulting, now in his fourth year with 2pl...
20/05/2026

Meet Haran Bains, Owner and Independent Financial Adviser at Bains Financial Consulting, now in his fourth year with 2plan.

Before joining 2plan, Haran built a strong background in independent financial advice, with expertise in client planning and compliance. Since joining the network, he has grown Bains Financial Consulting by refining his proposition, expanding his client base, and using 2plan’s operational support to focus more on delivering meaningful advice.

What Haran values most about working with 2plan is the balance between independence and support:
“I’m able to run my business in a way that reflects my own values, while knowing I have a responsive and knowledgeable team behind me.”

For Haran, the greatest satisfaction comes from seeing the long term impact of good financial advice, providing clarity during uncertain times and helping clients feel more confident and less stressed about their finances. Making a real difference in people’s lives is what motivates him every day.

https://www.2plan.com/

Calling all cyclists 🚴‍♀️This October, take on a challenge that goes beyond the ride. You're invited on an unforgettable...
19/05/2026

Calling all cyclists 🚴‍♀️

This October, take on a challenge that goes beyond the ride. You're invited on an unforgettable journey through the breathtaking landscapes of Bosnia and Montenegro, from high mountain passes to tranquil lakeshores.

Push your limits, experience the raw beauty of the Balkans, and make every mile count by supporting The Openwork Foundation. It’s a chance to create real impact while being part of something truly special.

📅 Departure: 3 October 2026
🔗Sign up now: https://www.charitychallenge.com/expedition/4317/

Contact the Foundation team to chat more about what's involved in this challenge: [email protected]

Money and mental health are deeply connected and too many people are carrying that weight alone.When mental health decli...
16/05/2026

Money and mental health are deeply connected and too many people are carrying that weight alone.

When mental health declines, financial difficulty can follow. Finances become strained, and mental health can suffer in return. It’s a cycle many people experience, yet often feel unable to discuss.

By raising awareness and reducing stigma, we can help create an environment where individuals feel supported, informed, and empowered.💚

Meet Leon Alden, Independent Financial Adviser at Corcillium Wealth Management, now in his fourth year with 2plan. Leon ...
15/05/2026

Meet Leon Alden, Independent Financial Adviser at Corcillium Wealth Management, now in his fourth year with 2plan.

Leon began his career in finance at just 18 with Portman Building Society, quickly progressing into personal banking. His interest in helping clients make confident financial decisions led him to complete his financial advice qualifications in 2008. This journey ultimately inspired him to establish Corcillium Wealth Management in 2017, where he continues to provide tailored advice built around long term relationships and trust.

In 2023, Leon transitioned to an independent model under 2plan, giving his business the freedom and flexibility to deliver fully personalised, client focused financial strategies. Independence remains central to his approach, allowing him to offer advice without ties to any product provider.

He typically starts around 5 a.m. with a gym session followed by a walk with his dog, his way of creating clarity and setting a positive tone for the day. The highlight? Connecting with clients, whether that's face to face, on Teams, or over the phone.

https://www.2plan.com/

12/05/2026

Mental health matters and support makes a real difference.

This Mental Health Awareness Week, we’re proud to shine a light on the charities the Openwork Foundation supported in 2025. Each one plays a vital role in helping people access care, feel less alone, and find support when they need it most.

Together, we’re helping strengthen communities and support better mental wellbeing. 💚

Address

Bridgewater Place, Water Lane
Leeds
LS115BZ

Telephone

+448712203720

Website

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