2plan wealth management – giving you ‘the edge’
2plan wealth management is one of the leading and largest nationwide IFA firms in the UK, providing independent financial advice backed up by high quality service and support.
We provide a ‘safe environment’ for our advisers and firms to work in that gives them the ability to get on with what they do best – advising clients.
We are very proud of our independent status and committed to advising on products and platforms from right across the market that deliver the right result for the client.
Our IFAs can access ‘everything they need all in one place’, including: some of the best integrated, secure IT solutions in the market; superb marketing materials including brochures, newsletters and websites; administrative back-up; regulatory and compliance support; and research capability.
If you are a financial adviser looking to join an IFA firm that provides you with all the above, get in touch.
The 2plan wealth management Personal Client Agreement (PCA) is designed to provide clear, easy to understand information on a range of tailored fee/cost options – enhancing the adviser and client relationship.
The aim of any professional wealth management adviser should be to provide a solid, structured approach to financial planning. At 2plan wealth management we understand that technology is the essential enabler and lifeline to achieving this.
We provide a range of high quality marketing material to support you and your business to ensure you always look the professional you are in front of your clients
Work with us?
Whether as a Registered Individual (RI) or an AR firm, we provide a safe and supportive environment for you to develop client relationships and maximise cost-efficiency. Speak to one of our recruitment advisers to see how working with 2plan wealth management could benefit you.
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Seeking independent financial advice?
We have professionally qualified independent financial advisers across the UK; simply provide us with your contact details and we'll recommend some 2plan wealth management advisers for you.