Meet The Team

A brief introduction to some of the team at 2plan


Image of Chris Smallwood

Chris Smallwood

CEO

Chris co-founded 2plan Wealth Management in 2006 and over the last 14 years has sat at the forefront of one of the UK's most exciting wealth management companies. Chris is responsible for strategic development and growth of the business, leading the management team, and the overall profile and brand of the company.

Image of Nick Hewitt

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.

Image of Mark Smith

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.

Image of Paul Saville

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.

Image of James Marshall

James Marshall

Head Of Proposition

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.

Image of Sandra Lowe

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.

Image of Jonathan Story

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

Image of Paul Booler

Paul Booler

Head Of Platforms & Regulations

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.

Image of Sam Pugmire

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.

Image of Mark Knowles

Mark Knowles

Compliance Officer

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.

Image of Justin Lawford

Justin Lawford

Admin Support Officer

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.