Welcome to 2plan wealth management
Launched in 2007 and backed by Standard Life, we are already established as one of the top 3 independent financial advice firms in the UK*. Using market-leading technology to support advisers and their clients, 2plan provides an extensive range of wealth management, retirement, investment and financial planning services to private clients and businesses across the country.
* According to Money Marketing Awards 2009
2connect
News, views and industry articles from 2plan directors, members and staff.
SMALLWOOD'S SHOUT for IFA Online - "2plan's Smallwood on long-term care" Chris Smallwood examines Long-Term Care in his latest blog for IFA Online.- SMALLWOOD'S SHOUT for IFA Online - 'Disaster Recovery - are you taking it seriously?' Chris Smallwood examines Disaster Recovery in his latest blog for IFA Online.
- 2Plan or not to plan? As well as having been voted the ‘fastest growing IFA in the UK’, 2plan wealth management’s Nexus portal has now ...
- Structured Products & Serious Advice - TECHNICALLY SPEAKING November 09 Julie Darlington's latest article for Professional Adviser.
- SMALLWOOD'S SHOUT for IFA Online - 'Is Solvency II worth it?' Chris Smallwood examines the Solvency II Directive in his latest blog for IFA Online.
Consumers
New to financial matters? If you’re looking for advice but don’t know where to start, take a look at our introductory guides:
- What will a good independent adviser do for me?
- 10 questions to ask an Independent Financial Adviser
And we can also put you in touch with an adviser in your area.
Advisers
If you're an adviser interested in seeing what 2plan has to offer, have a look at our Adviser section dedicated to showing you how you could benefit from working with us.
Here you will find:
2plan are not responsible for any information provided by any other source once you leave the 2plan site. We don’t endorse or support any products that are promoted or detailed on any other websites you can visit from the 2plan site. It’s recommended that you take financial advice before entering into any financial commitments or making an investment.