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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.

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.

Sam Pugmire

Head of Operations & IT

Sam has been a key member of the team at 2plan since 2013. With a background in technology, she has a strong focus on process and service improvement, driving the organisation forward with her expertise in IT systems and service delivery. Her passion for driving positive change and creating a culture of innovation and teamwork positions 2plan for success as they strive for excellence in all aspects of the business.