2plan wealth management Ltd

Home
United Kingdom
Leeds
2plan wealth management Ltd

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.

17/09/2026

📢 The Bank of England has held the Base Rate at 3.75%.

Swipe through to see what the latest decision could mean for your finances 👇

15/09/2026

This September, to promote World Alzheimer’s Month, we’re raising awareness of dementia and Dementia UK.

Throughout our partnership, Dementia UK and The Openwork Foundation have been running a series of masterclasses for our network on topics ranging from looking after yourself as a carer to how to support vulnerable clients.

To help our network of financial advisers support people who may be vulnerable, we wanted to share these top tips from specialist Admiral Nurse Freya Barnett on what to do if you think a client may have dementia.

08/09/2026

Since April 2024, The Openwork Foundation’s annual donation to Dementia UK has helped to fund the role of specialist Admiral Nurse Kensa Morgan.

Kensa works on Dementia UK’s Helpline and virtual clinics, providing life-changing support for people living with dementia, made possible by The Openwork Foundation.

05/09/2026

45 years of changing lives.💙

This International Day of Charity, we're celebrating 45 years of The Openwork Foundation, and the incredible impact made possible through the generosity of our colleagues, advisers, partners and supporters.

From funding life-changing projects to supporting charities across the UK, every donation, challenge and fundraising effort has helped make a lasting difference.

This video captures just some of the impact achieved over the last four and a half decades, and the incredible people who have helped make it possible.

01/09/2026

September marks World Alzheimer’s Month and throughout the month we want to celebrate and highlight our partnership with Dementia UK.

Since 2021, The Openwork Foundation are delighted to have supported Dementia UK, donating £50,000 annually. Since 2024, we have helped fund the role of dementia specialist Admiral Nurse Kensa Morgan, who works on Dementia UK’s Helpline and in virtual clinics, offering appointments online and by phone.

Through our partnership, over the past year Kensa has...

25/08/2026

Where does The Openwork Foundation's grant funding go?

Every grant tells a story of positive change. Through The Openwork Foundation, we're proud to support charities making a real difference across the UK. From helping children and young people thrive, to improving mental health, tackling homelessness and strengthening local communities, our funding is helping create lasting impact where it's needed most.

Take a look through to see where our funding has gone and the causes we're proud to support.

Together, we're turning generosity into lasting change.

19/08/2026

Everyone needs a financial plan and the amount in your bank account shouldn't determine whether you have one.

It's a common assumption, but it's also one of the biggest misconceptions about financial planning. Whether you're planning for retirement, building financial resilience or simply looking for greater confidence in your finances, having a plan can help you understand where you are today and where you want to be tomorrow.

Approved by 2plan wealth management on 03.08.2026

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

2plan wealth management is a trading name of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority.

14/08/2026

When was the last time you took a step back and looked at your financial plan?

Whether you're saving for a big life event, planning for retirement, or simply wanting to feel more in control of your finances, having a clear plan can make all the difference.

National Financial Awareness Day is the perfect opportunity to check in on your goals, review your progress, and make sure your money is working towards the future you want.

Swipe through for simple steps to help build a financial plan that's right for you. ➡️

12/08/2026

What's your biggest financial goal?🎯

Having a financial safety net can provide peace of mind when unexpected expenses arise, helping you stay on track with your long-term goals and avoid unnecessary financial stress.

Small, consistent steps today can make a big difference when you need it most.

Not sure how much you should have set aside? Speak to an adviser about building an emergency fund that works for your circumstances.

Approved by 2plan wealth management on 03.08.2026

2plan wealth management is a trading name of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority.

11/08/2026

Everest Base Camp Trek with a Difference 🏔️

Join the Openwork Foundation in November 2027 for an unforgettable journey to Everest Base Camp alongside a team of visually impaired trekkers.

This is more than a trek. It's a shared challenge built on teamwork, determination and support, with one goal: reaching Everest Base Camp together. Along the way, you'll experience the incredible landscapes of the Himalayas, immerse yourself in Nepalese culture and help visually impaired participants achieve a truly life-changing ambition.

This challenge is exclusively open to those part of our network. If you're looking for an adventure that will test you, inspire you and change lives, this could be your opportunity.

Find out more and sign up today – https://www.openworkfoundation.org/everestbasecamp

Address

Bridgewater Place, Water Lane
Leeds
LS115BZ

Telephone

+448712203720

Website

http://www.2plan.com/

Alerts

Be the first to know and let us send you an email when 2plan wealth management Ltd posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to 2plan wealth management Ltd:

Want your business to be the top-listed Finance Company in Leeds?