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Join our network of outstanding financial advice firms

What to expect as a firm joining 2plan

We take time to get to know our firms and their advisers early on and work with them to achieve their goals and business plans. Our Academy Programme allows firms to bring new advisers to the industry. Our unique approach allows a firm to combine independence with our restricted proposition - known as Tailored Wealth Solutions.

Bespoke in-house technology

Our 2plan technology is built for us and is supported by our own team. Our firms 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. If you have your own administration team we will assist with them understanding the processes and technology we deploy at 2plan.

Professional marketing support

We produce a range of high quality and digital marketing materials which you can tailor to your own firms’ individual requirements. Our Financial Promotions team will ensure all your material produced is professional and compliant with the regulatory requirements.

2retire: Succession planning in the 21st Century

We'll help you plan for the future you want

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

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