Advisers
Join our team of outstanding financial advisers
"Since my time as an IFA (past 15 years), I've been a member of 4 networks & without doubt the support from 2plan is simply head & shoulders above my previous networks in all areas & long may this continue."
- Raj Bouri, North
Joined 2plan November 2016
"2plan is an excellent company to work for and with."
- Aaron Alcock, North
Joined 2plan December 2019
"The head office staff are great - having started a new business about 4 weeks before Covid I'm not sure I would have got through without their quick adaptation to technology and changes."
- Simon Dendle, Midlands
Joined 2plan February 2020
"Everyone is approachable and helpful. I'm allowed to run my business as I want."
- Kelvin Wells, South
Joined 2plan May 2020
"The systems enable you to keep a closer touch with your clients, whilst saving time and being able to deliver an all round better service."
- Graham Thompson, North Joined 2plan May 2020What to expect as an adviser
We place a strong emphasis on understanding our advisers from the very start, delving into their career ambitions and personal aspirations. Our comprehensive Academy Programmes are designed to ensure that every new adviser is thoroughly trained in the 2plan approach. This not only equips them with the necessary skills but also facilitates a seamless transition into their roles, empowering them to hit the ground running and make a significant impact from day one.
Bespoke in-house technology
Our cutting-edge 2plan technology is specifically designed for our unique needs and backed by our dedicated in-house team. Our advisers wholeheartedly affirm that it's an unparalleled system that delivers significant advantages not only to them but also to their clients. With 2plan, we empower our advisers to excel, ensuring that every interaction is optimised for success and client satisfaction. Experience the difference that truly bespoke technology can make.
Central administration and paraplanning
At our head office in Leeds, you'll find an extraordinary team of experts, among the most experienced and knowledgeable in the entire country. With their wealth of expertise, you can trust that you're in the best hands. They are dedicated to providing you with unparalleled care and support, ensuring your needs are met with the utmost professionalism and attention. Your satisfaction is our priority.
Professional marketing support
We produce a vibrant and diverse selection of premium printed and digital marketing materials tailored to showcase your business and services with unmatched professionalism and consistency. Our expertly crafted materials are designed to elevate your brand and leave a powerful, enduring impression on your audience. Additionally, we offer an incredible Marketing Gateway, packed with valuable resources to enhance your marketing efforts and drive success.
2retire: Succession planning in the 21st Century
We'll help you plan for the future you want