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
Company news and trade press articles written for professional advisers.
Technically Speaking - The Unregulated Collectives Debate The Financial Services Authority (FSA) has been incredibly prolific and industrious recently with their thematic reviews and projects examining areas such as pension switching, structured products and platforms. One of the latest to cause a raft of activity and the production of associated industry and guidance documents focused on another high level risk advice area - Unregulated Collectives (UCIS)- IFAOnline - SMALLWOOD SHOUTS - June 24th 2010 Whilst many a cheer was heard in the pub when England scored their first World Cup goal, fortunately it appears ...
- SMALLWOOD SHOUTS for IFA Online, May 20th 2010 At a time of great uncertainty both for the UK’s political future and the broader European economic future, it is ...
- IFA VIEW - Chris Smallwood in Money Marketing, May 6th 2010 The future of advisers is not about (and has not been for some time many would say) trying to find ...
- SMALLWOOD SHOUTS For IFA Online - Triple Whammy For Pensions Whilst many would claim that the biggest domestic news at the moment is the arrival of the 2010 Election swingometers, ...
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.