Advisers

Join our team of outstanding financial advisers


What to expect as an adviser

We take time to get to know our advisers early on, including their career and personal aspirations. Our Academy Programmes bring all new advisers fully up to speed with the way of 2plan to ensure a smooth transition where you can hit the ground running.

Bespoke in-house technology

Our 2plan technology is built for us and is supported by our own team. Our advisers claim it’s a second-to-none system that delivers direct benefit both to them and their clients.

Central administration and paraplanning

We have an expert team at our head office in Leeds who are some of the most experienced and knowledgeable in the country. They will take good care of you

Professional marketing support

We produce a range of high quality printed and digital marketing materials for you to use to present your business and services in a professional and consistent manner.

2retire: Succession planning in the 21st Century

We'll help you plan for the future you want


Contact Us

Get in touch to find out how 2plan can help you.

Send an enquiry