2plan provides a comprehensive portfolio of services
designed to enhance, simplify and streamline IFAs' sales and customer relationship management systems, freeing up vital time to win new clients and further expand their business. That portfolio includes:
Expert advice on best practice from senior industry professionals - A full regulatory, compliance, training and competence programme
- Comprehensive back office administration, technical and marketing support from a team of industry experts
- Advice and information on relevant legislation, market developments, products and providers