2plan wealth management – giving you ‘the edge’
2plan wealth management aims to be one of the UK’s leading IFA networks, providing professional independent (whole of market) financial advice, backed up by high quality service and support.
With a combined group of over 2,000 professional advisers right across the UK, we pride ourselves on offering a service-led proposition which delivers clients with a broad range of financial advice, tailored to their specific needs.
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 client relationships and enabling you to make a smooth transition to Adviser Charging and a fee-based method of working.
AIFA Diploma in Investment, Planning, QCF Level 5
AIFA has launched the Diploma in Investment Planning, aimed at existing advisers looking to upgrade their qualification in light of the new FSA appropriate qualification requirements.
The aim of any good 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.
As part of your initial 2plan wealth management assessment we will complete an induction training week. We introduce you to the 2plan wealth management systems. We test your knowledge and competence to ensure that you’re right for us.
All 2plan wealth management registered individuals and appointed representatives are given access to professional and compliant advice across the full range of marketing related activities. Our head office team will check all marketing materials to ensure they are completely accurate and in accordance with FSA rules. With a strong parent brand and high quality literature, advisers can benefit from a range of marketing materials including client newsletters and access to external specialists for PR and design advice.
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.