2 Plan Wealth Management Limited
aka Allied Business Associates, Alexian IFA, 2plan wealth management, 2plan, 2 Plan Wealth Management Limited
About
2plan wealth management is one of the largest wealth management firms in the United Kingdom, providing wealth management advice from outstanding financial advisers
Source: 2plan.comContact & Location
Regulatory Information
- FRN
- 461598
- Status
- Authorised
- Date Authorised
- 2 April 2007
- Years Authorised
- 18 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Acting as a CBTL arranger
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Debt Adjusting
- ✓Credit Broking
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Advising on regulated mortgage contracts
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 05998270
- Company Status
- Active
- Incorporation Date
- 14 November 2006
- Directors
- 5
- Accounts Category
- Full
- Last Accounts Filed
- 31 December 2024
- SIC Codes
- 64999
Team (20)
Ben Butler
ApprovedPaul Thomas Macbeth
ApprovedNicolas Keith Hewitt
ApprovedDavid Ian Carrick
ApprovedMarc Justin Cohen
ApprovedElizabeth Haran
ApprovedKaren Juliet Morris
ApprovedClaire Ann Limon
ApprovedPhilip Luard Howell
ApprovedJoanne Rigby
ApprovedDaniel James Winchurst
ApprovedThomas Mark Stephen
ApprovedRavi Dipak Prema
ApprovedCertifiedMatthew Gregory Tonkin
ApprovedCertifiedDarren Winspear
ApprovedCertifiedAdam Palmer
ApprovedCertifiedSarah Louise Hall
ApprovedCertifiedBenjamin Bartholomew Craig Griffiths
ApprovedCertifiedJoel Stevens
ApprovedCertifiedDaniel Williams
ApprovedCertified
Quick Facts
- Leeds, Yorkshire and The Humber
- 18 years FCA-authorised
- 20 registered individuals
- 5 specialisms
- 16 FCA permissions
- CH 05998270
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.