Meet The Team
A brief introduction to some of the team at 2plan
Claire Limon
Managing Director
Claire joined 2plan in April 2024 from her role in The Openwork Partnership as Partnership Director. Claire joined The Openwork Partnership in 2017 following over 30 years of senior financial services experience with brands that include Lloyds TSB and Countrywide. Claire is responsible for the strategic development of 2plan and the growth of the business, leading the management team, and the overall profile and brand of the company.
Nick Hewitt
Finance Director
Nick is responsible for the finance and legal functions with the company and has been with 2plan since its inception in 2006. Nick oversees adviser fee payments, finance and statutory reporting, legal and human resources.
Mark Smith
IT Director
Mark is responsible for the overall IT strategy and systems implemented within the 2plan group and has been with 2plan since its inception in 2006. Prior to joining Mark was an executive director of GHL Group and prior to this an executive director of Positive Solutions (Financial Services) Ltd.
Paul Saville
Head Of Regulation
Paul joined 2plan in 2008 and today is responsible for quality assurance, policies and procedures, and risk management. Having worked in financial services since 1996, he also manages the 2plan Training and Competence Framework and he monitors advice outcomes to ensure quality standards and compliance.
James Marshall
Head Of Business Growth And Recruitment
James joined 2plan in 2011 and today as part of the senior team he is the friendly face of the company for financial advisers looking to join the 2plan brand. James makes sure financial advisers have everything they need including the 2plan market leading IT solutions, marketing materials, administrative back-up, regulatory and compliance support.
Sandra Lowe
Head Of Administration
Sandra joined 2plan 2007 having worked in the Financial Services industry for over 20 years providing administration support in various organisations. Sandra oversees the joining process of all new recruits to 2plan, and she provides administration support for the Senior Management Team, 2plan advisers and the wider team.
Jonathan Story
Head Of IT Development
Jonathan joined 2plan in 2007, having worked in various IT-related roles within Financial Services for over 30 years. He is responsible for eCommerce relationships with other industry organisations, and developing and supporting the systems supporting the infrastructure and reporting within the company.
Paul Booler
Head Of Platforms & Investments
Paul joined 2plan in 2019 having amassed over 30 years of financial services experience. At 2plan he is responsible for the development of the core 2plan investment propositions and he supports advisers with investment communications, insight, training and business development.
Sam Pugmire
IT Service Delivery Manager
Sam manages the team of IT developers and support staff delivering the highest possible quality IT support and overseeing the creation of market-leading technology for 2plan advisers and staff. She project manages the IT development roadmap, as well as being involved in business transformation projects.
Mark Knowles
Compliance Manager
Mark joined 2plan in September 2017 after 21 years with Aviva in various roles, including his last 7 as a financial adviser. Mark is responsible for the 2plan head office and VAS teams, FCA reporting, and working closely with Paul Saville ensuring 2plan remains compliant.
Justin Lawford
Business Admin Manager
Justin joined 2plan in 2008 having previously worked for AXA Sun Life. He has 20+ years experience in financial services. His role at 2plan includes providing administrative support for our members, including overseeing aspects of the onboarding process such as transferring clients and system training for new recruits.