2plan wealth management began investment in building its brand over 5 years ago with an extensive marketing and PR campaign which saw awareness grow rapidly. In 2009 and 2010 we won several major industry awards including becoming runner-up in the overall ‘IFA of the Year’ category and overall winner of the ‘Best Technology Adviser’ in Money Marketing’s 2010 financial service awards.

We continue to invest in promoting our brand with a range of marketing, PR and social media activities.  For advisers who wish to do the same, possibly using your own brand or in your own regional location, we also have access to specialist, experienced people able to help you with all areas of your marketing, PR and design needs.

Our head-office team of dedicated compliance specialists provide a full approval and proof-reading service for all types of promotion and marketing collateral, ensuring that you have the high quality support necessary to develop and support your business from day one.