Chris Smallwood, Chief Executive OfficerChris joined the financial services industry over 20 years ago as a financial adviser. Following rapid career growth, he became the Executive National Sales Director for Positive Solutions, which he joined in 1999 through to the sale of the company to Aegon in 2006. Together with his business partner Chris Davies, he then founded the 2plan Group in 2006 and obtained full regulatory status ahead of schedule by April 2007. His key focus and responsibility is directing the strategic development and growth of the business, leading the management team and the overall profile and brand of the company.
Chris Davies, Managing Director
Having spent the last 18 years in financial services, formerly as Compliance Director for Positive Solutions, Chris Davies founded the 2plan Group with Chris Smallwood. His past career also included senior roles within M&E Network and Halifax plc. His main responsibilities are to ensure that the day to day operational functions of the group are conducted efficiently and effectively, with specific responsibility for Regulation, Technology and Administration.
Nick Hewitt, Finance Director
Nick joined 2plan in September 2006 at the time of the Company's formation. He is the Financial Director, responsible for all the financial affairs and statutory obligations of 2plan wealth management.
Mark Smith, IT Director
Mark joined the company at the time of its inception in 2006. As IT Director, he has responsibility for the management and development of all the head office and member firm technology services and support. As the winner of the 2010 Money Marketing Financial Services Award for 'Best Technology Adviser', 2plan wealth management is widely recognised for its strength in the ecommerce and technology fields.
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