Testimonials by 2plan members
What do our advisers say?
“Since joining 2plan I have found them to be a very forward thinking company who are willing to listen and take on board any ideas or suggestions that we have as IFAs. The technology is a dream to use and makes processing business very straightforward, which was definitely not the case at my previous firm. I also love the fact that you feel supported at all times by the staff and directors.”
Andrew Horne, 2plan wealth management Adviser
“I joined 2plan in July 2008 from a directly regulated environment. Everything 2plan said they would do they have done, which inspires great confidence in the company. The technology has been first class and has proved easier to get used to than I was expecting. There have been a number of developments to it since I started, all of which have been smoothly incorporated and make life easier.
“I like the direction in which the company is going, and the Wealth Management brand sits very comfortably with me and what I want to achieve. I also feel a lot safer within the 2plan environment – it really is a lot nicer having someone else deal with the FSA and all the implications of the regulatory changes, so I can just get on with talking to my clients.”
Ian Hunter, 2plan wealth management Adviser
“Before joining 2plan I spent hours trying to research investment portfolios for clients and then even more time ensuring all of the compliance boxes were ticked correctly before submission. 2plan admin staff are approachable, respond swiftly to queries and are very helpful. The directors ensure they maintain contact on a quarterly basis with the advisers via regional meetings and are very approachable too. The ethos and values of the company are commendable and I am happy to have joined 2plan.”
Marie Potter, 2plan wealth management Adviser
“The paraplanning service is of a very high standard. I have had access to in house PP before at another national IFA of quality; however 2plan’s service was much more complete and professionally presented. For me, the crux is the research standards that have been employed within the overall 2plan advice process. The clear filtering of the clients risk attitude which allows measured asset allocation by the PP team, in a more disciplined manner than most advisers can achieve themselves. We, as advisers, often get drawn in by performance and the need to impress with future returns rather than focusing on risk. PP negates this flaw by ensuring your clients needs and desires are met through a suitable spread of investments in scientific and complete fashion. The service easily paid for itself, and I would go as far as saying that if I had not used the service the case is unlikely to have proceeded. It was worth c£15000 to our business.”
Adam McCallion, 2plan wealth management Adviser
“From the start, the staff at 2plan have been exceptional. Moving to 2plan and making use of the paraplanning service has enabled me to get involved in far more complex business areas. I am now able to offer a more holistic approach to client advice.
“People buy people. 2plan is a people business!”
Andy Pople, 2plan wealth management Adviser
“Joining 2plan has been the best decision I have made, their use of cutting edge technology, supportive head office staff and forward thinking approach to the future of our business has allowed me to concentrate on advising my clients and increasing my business levels.”
Martin O'Brien, 2plan wealth management Adviser
“The actual joining process was very straight forward. 2plan arranged for all my existing clients to be novated across to them which was surprisingly painless.
“There is a commitment to succeed within 2plan.”
Mervyn Morrison, 2plan wealth management Adviser
What do our staff say?
“Working in 2plan’s head office means I get to see exactly what goes on behind the scenes. With our in-house technology team, every aspect of our day to day work can be carried out in a streamlined manner, creating a stress-free atmosphere.
“At 2plan, we all recognise that we are part of the same team and so everyone has plenty of time for each other. From head office staff to our members across the UK, we all share the same values and it’s a great way to work.”
Sandra Lowe, 2plan wealth management, Head of Administration
You can also view case studies from some of our members. Or, if you'd like any more information, just contact us.