2plan wealth management Ltd

24/06/2026

Meet Jon Nicholson Ashcroft, Independent Financial Adviser at 2plan, now in his tenth year with the network.

With over 20 years in financial services, Jon has always placed clients at the centre of his advice, an approach shaped early on when he was named New Adviser of the Year at his first IFA firm.

One of the most meaningful aspects of Jon’s role is supporting families through life’s most challenging moments, including helping them navigate bereavement. He considers it a genuine privilege to provide guidance at such times and sees this as where financial advice can add the greatest personal value.

Jon describes 2plan as “Straightforward, Northern common sense at its best,” valuing the network’s focus on adviser and client security, alongside the freedom to run an autonomous business with the right support in place.

From helping clients retire with confidence to seeing long‑term plans pay off, Jon loves making a real difference, whether that’s improving financial habits or putting protections in place when they’re needed most.

https://www.2plan.com/

23/06/2026

Our Foundation Summer Newsletter is here☀️

Explore our latest Foundation Impact Report, celebrating the £1 million raised in 2025 and the support provided to 110 incredible charities.

This issue also includes:
• Garden transformation for a local boy with complex health needs🏡
• Get involved in our September Peak District Challenge or October Montenegro Cycling Challenge⛰️
• Highlights from the fantastic High Rollers Ball in Belfast🍀

Thank you for your continued support, together we’re making a real difference.

Dive in 👉https://openwork-services-limited.paperturn-view.com/foundation-newsletter-summer-2026?pid=ODk8948560&v=1.1&p=1&source=qr

Summer 2026 Newsletter www.openworkfoundation.org

18/06/2026

📢 No change today as the Bank of England has held the Base Rate at 3.75%.

Swipe to see what it means for you 👇

17/06/2026

Meet Daniel Cullen, Chartered Financial Planner at Malama Wealth Ltd, in his second year at 2plan.

Dan began his career in financial planning straight out of college at 18, starting in an administrative role that gave him a strong foundation in finance. Over the next few years, he completed his Level 4 Diploma and progressed into paraplanning, where his knowledge and passion of the profession really deepened. Less than two years later, he went on to achieve Fellowship of the PFS.

Over the past year with 2plan, Dan has moved into an advising role, driven by a passion for helping people understand their finances and feel confident about their future, whether that’s planning for retirement or investing long term. As one of the younger advisers in the network, he brings high energy, adaptability and a strong focus on building long-term client relationships.

What Dan values most about 2plan is the balance of support and autonomy: the backing of compliance, infrastructure and an experienced adviser community, while still taking full ownership of client relationships.

No two days are the same, something Dan enjoys most about the role. His work balances detailed technical planning behind the scenes with meaningful, personal relationships at the heart of everything he does.

https://www.2plan.com/

16/06/2026

Wow, what a weekend!👏

A huge congratulations to the 105 colleagues, advisers, family and friends who took on the Cotswold Ultra Challenge this Saturday in support of The Openwork Foundation.

It was fantastic to see teams from 2plan, Openwork, Omnis and Owl come together, encouraging each other every step of the way across the 23km, 53km and 100km routes.

The scenery may have been stunning, but the distance (and the hills!) made it a real test of endurance, especially for those who powered through the full 100km overnight.

Together, they’ve raised an incredible £26,000 so far for The Openwork Foundation, helping to support charities working with vulnerable communities.

10/06/2026

Meet Natasha Nair, Director at Triton Private Wealth, currently in her first year with 2plan.

With over 18 years’ experience in financial services, Natasha has supported everyone from private individuals to self employed entrepreneurs and limited company owners. She has been a steady and trusted guide for her clients through major periods of change and uncertainty, including the 2008 global financial crisis, the oil crisis in 2014, Brexit in 2016, Covid 19 in 2020, the Ukraine war in 2022, Trumps tariff in 2025 and the recent Middle East crisis.

Throughout her career, Natasha has learned that financial advice isn’t just about managing assets, it’s about understanding the full picture and building tailored solutions that give clients clarity, confidence, and peace of mind.

What Natasha values most about working with 2plan is the support behind the scenes:
“For someone like me who loves meeting and looking after clients, 2plan gives me all the tools to build the perfect castle of their dreams. While I’m busy turning client aspirations into reality, 2plan quietly supports me with everything I need to do a fantastic job.”

Natasha thrives in helping clients move from anxiety driven news cycles to clear, structured and calm plan of actions.

https://www.2plan.com/

09/06/2026

The Openwork Foundation is making a real impact in communities across the UK and beyond.

In 2025, our colleagues contributed 3,092 volunteering hours, dedicating three days a year to give back and coming together through 10 team challenges.

Through the Openwork Foundation, and alongside our partner firms, we’re proud to support charities helping vulnerable people facing difficult circumstances, with our colleagues and partner firms playing a vital role in raising funds and shaping where support goes.

03/06/2026

Meet Carl Lavis, Director and Chartered Financial Planner, now in his third year with 2plan.

Carl began his career in financial services in 2004, starting in an administrative role that gave him a thorough, ground up understanding of how advice businesses truly operate. In 2009, he moved into an advisory position, initially specialising in mortgages and protection, before transitioning into financial planning in 2010.

Since then, one of Carl’s proudest achievements has been building a strong, high performing team around him, a foundation that enables him to deliver thoughtful, client focused advice.

What Carl values most about working with 2plan is the balance of independence and support:
“The combination of independence and support. Being able to do what’s right for clients without compromise, while having the infrastructure and compliance backing of a larger network behind you, is genuinely the best of both worlds.”

What Carl finds most fulfilling is seeing a client’s anxiety about the future turn into confidence, whether that’s someone on the cusp of retirement finally ready to take the leap, a business owner gaining clarity about their next chapter, or a family navigating a major life change.

https://www.2plan.com/

02/06/2026

This Volunteers’ Week, we’d like to say a huge thank you to everyone who gives their time to support The Openwork Foundation. 💙

The Openwork Foundation is a registered UK charity which funds charity projects across the UK and overseas that support vulnerable people who are facing difficult circumstances. Our colleagues and partner firms help us to raise funds and choose the charities we support.

From our Trustees, Grants and Fundraising Committee Members, Ambassadors and Colleague Champions, to those fundraising, supporting our day-to-day work, and giving their time to local charities, your impact is incredible.