2plan wealth management Ltd

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2plan wealth management Ltd

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2plan wealth management is the UK's largest independent advisory firm.

For Advisers
2plan wealth management provides the shelter for advisers to conduct business in a safe environment, whilst also giving full support throughout the advice process, according to individual needs. Our technology systems streamline the core business processes and allow advisers to increase the amount of valuable time spent with clients. For Clients
At 2plan we pride ourselves in offering exceptional client value by focussing on the ‘2plan client experience’. Our approach is to build trusted, professional relationships with our clients, including extensive enhanced services which provide knowledgeable advice on more complex needs and solutions. We aim to protect and enhance clients’ assets by creating a truly personal financial plan, allowing the adviser to provide an individually tailored client experience. All of this must be achieved with great efficiency, but without sacrificing the quality of service, and 2plan has built a unique wealth management advice system specifically for this purpose.

03/11/2026

A team of Openwork colleagues recently swapped their desks for the outdoors, spending the day at Prospect Hospice helping with some autumn gardening and caring for the outdoor spaces enjoyed by the people the hospice supports and their loved ones.

It was a great opportunity to spend time together outside of the day-to-day, while supporting a fantastic local charity with which Openwork has a longstanding relationship.

A huge thank you to everyone who volunteered and made the day a success.

02/11/2026

The difference could be bigger than you think.

Research suggests that people who receive financial advice could accumulate up to 10% more wealth than those who don't. Yet only 9% of people receive regulated financial advice.

It highlights the important role that financial education plays in helping people understand their options, make informed decisions, and feel more confident about their financial future.

Approved by 2plan wealth management on 15/10/2026.

Source: FCA Financial Adviser Survey, 2026

28/10/2026

The Autumn Budget has been delivered, bringing a range of changes that could affect household finances, savings, pensions, property and businesses.

Watch our video as we highlight some of the key announcements from today’s Budget.

26/10/2026

Could changes to the State Pension affect your retirement plans?

The government has proposed reforms to the State Pension triple lock from 2030, but what could this mean in practice for your future income? While no immediate action is expected to be needed and the proposals are still subject to further detail and confirmation, understanding how potential changes could impact your long-term plans is a good opportunity to review your retirement strategy.

Swipe through to learn more. 👉

20/10/2026

Ready to take on your next challenge?

Join Team Openwork in the beautiful city of Bath on 20 March 2027 and be part of an unforgettable day raising money for The Openwork Foundation.

Choose from 10km, 29km or 50km and challenge yourself while raising vital funds for The Openwork Foundation. Whether you take part with colleagues, friends or on your own, every step will help make a difference.

From first-time walkers to seasoned challengers, you'll be supported every step of the way.

Places are now open. Sign up today and start your challenge journey with us: https://www.ultrachallenge.com/bath-50-challenge/the-openwork-foundation-bath-50-challenge/

19/10/2026

Gen Z is changing the way we think about money.

• 33% already invest
• 14% started investing in the last year
• 20% prioritise investing over buying a home

Yet 46% still don't feel confident enough to get started.

This highlights an important opportunity to support younger investors with the knowledge, confidence and guidance they need to navigate their financial future.

Approved by 2plan wealth management on 15/10/2026.

Source: The Investment Association, 2026

14/10/2026

Independent or restricted advice. Do you know the difference?

Both models can help clients achieve their financial goals, but the way advice is delivered can look very different.

Explore the key differences between independent and restricted advice.

Independent by Design. Supported by Choice.

13/10/2026

A huge congratulations to Suzannah Newham, Ellen Watson, and Anthony and Karen Scott, who completed the London Royal Parks Half Marathon in support of The Openwork Foundation this weekend. 🏃‍♂️

Taking on 13.1 miles through some of London's most iconic parks, they showed incredible dedication in support of charities helping people facing challenge and disadvantage.

A big thank you to everyone who donated, supported and cheered them on. We're incredibly proud of their achievement and the difference their fundraising will make to vulnerable people and communities.

10/10/2026

This World Mental Health Day, we're recognising the important link between financial wellbeing and mental health.

Research from the Mental Health Foundation highlights that financial pressures can have a significant impact on mental wellbeing, leaving many people feeling stressed, anxious, or uncertain about the future.

By raising awareness, reducing stigma and encouraging open conversations, we can help create environments where people feel supported.

Address

Bridgewater Place, Water Lane
Leeds
LS115BZ

Telephone

+448712203720

Website

http://www.2plan.com/

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