About 2plan
2plan Wealth Management is one of the top 2 independent financial advice firms in the UK* with offices in the North, South and the Midlands. Following its launch in July 2007, the Company continues to grow with over 200 professionally trained IFAs supported by a head-office technical team with chartered financial planning expertise. Using market-leading technology to support advisers and their clients, the Company provides an extensive range of wealth management, retirement, investment and financial planning services to private clients and businesses across the country.
The two founders Chris Smallwood and Chris Davies have extensive experience in the financial services sector, latterly as main board Executive Directors, before incorporating 2plan Ltd in July 2006.
Combining their knowledge and expertise in working at the highest corporate levels in the industry and directly with financial advisers, they saw a clear opportunity in the UK market to introduce an innovative financial services model with significant benefits for IFAs.
See the sections below to find out more about us.
Directors
Choose a link from below to view biographies of the 2plan directors:
- Chris Smallwood - Chief Executive Officer
- Chris Davies - Managing Director
- Nick Hewitt - Finance Director
- Mark Smith - IT Director
- Julie Darlington - Director of Regulation
Management Team
See profiles of our management team.
Offices
Visit the 2plan regional offices.
Recruitment Directors
You can also view details of all our recruitment directors:
- John Small (Scotland)
- Ian Clisby (Scotland)
- Tom Pyle (North East)
- John Hirst (North East)
- Rod Tonge (North West)
- Debbie Stothers (North West)
- Noel Staveley (Midlands)
- Ian Harrison (London)
- Carlton Dodd (South)
- Philip Weeks (South)
* According to Money Marketing Awards 2010