Firms
Join our network of outstanding financial advice firms
What to expect as a firm joining 2plan
At 2plan, we prioritise building strong relationships with our partner firms and their advisers right from the start. By investing time in understanding their unique goals and business plans, we ensure that we are aligned for success. Our Academy Programme is designed to empower firms by onboarding new advisers into the industry, fostering fresh talent and innovation.
What truly sets us apart is our unique ability to blend independence with a restricted offering through our Tailored Wealth Solutions. This innovative approach enables firms to provide personalised, high-quality services while maintaining the flexibility and freedom essential to thrive in today's dynamic market. Together, we can unlock new opportunities and drive impactful growth.
Bespoke in-house technology
Our revolutionary 2plan technology has been meticulously crafted for our unique needs and is backed by our dedicated in-house team. Our partner firms are confident that this unparalleled system provides exceptional benefits that directly enhance the experience for both them and their clients. With 2plan, we're not just meeting expectations, we're redefining industry standards and setting a new benchmark for excellence.
Central administration and paraplanning
At our headquarters in Leeds, we have assembled an expert team renowned for their extensive experience and deep knowledge - one of the finest in the country. They are dedicated to providing you with exceptional support and care. If you have an administration team in place, we will collaborate closely with them to ensure they fully understand the innovative processes and cutting-edge technology we implement here at 2plan. Together, we'll empower your team and enhance your operational efficiency.
Professional marketing support
We offer a diverse array of premium-quality digital marketing materials, meticulously crafted to meet your firm's unique needs. With Marketing Gateway and our dedicated Financial Promotions team, you can be confident that every piece of material we create is not only professional but also fully compliant with all regulatory standards. Elevate your marketing efforts with tailored solutions that resonate with your audience while maintaining the highest integrity and compliance standards. Let's help you make a lasting impact.
2retire: Succession planning in the 21st Century
We'll help you plan for the future you want