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.
Jo Rigby
Head of Proposition
Jo joined 2plan in August 2024 having spent over 12 years in a large IFA network which has provided her with extensive experience across technical, product governance, compliance and provider engagement. Her role will support advisers with the development of a whole of market proposition across all relevant advice areas.