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."
- Kevin Wells, Kelvin - 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 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