2 Plan Wealth Management Limited

Date authorised
1 April 2013
Companies House
05998270
Last scraped
2 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    2plan Ltd
    Bridgewater Place
    Water Lane
    Leeds
    LS11 5BZ
    UNITED KINGDOM
    Phone
    +4401133021360
    Web
    https://www.2plan.com

  • Complaints Contact

    2plan Ltd
    Bridgewater Place
    Water Lane
    Leeds
    LS11 5BZ
    UNITED KINGDOM
    Phone
    +441133021360

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • P2P Lending Advice

    For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance)

  • Pension Transfer Advice

    For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Investment Advice (no pensions)

    For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

    Show 1 limitation
    • · The firm may not broker credit for the purpose of increasing the funds available for investment.

  • Debt Negotiation

    Show 1 limitation
    • · This permission is limited to debt adjusting with no debt management activity

  • Debt Advice

    Show 1 limitation
    • · This permission is limited to debt counselling which is provided in connection with investment, pension, protection and mortgage advice.

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Eligible Counterparty, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Cheryl Narbett

    IRN CXN00217

    • [FCA CF] Manager of certification employee (since 24 May 2024)
  • Chloe Doyle

    IRN CXD00114

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF30 Customer (since 8 Feb 2021)
    • Appointed representative dealing with clients for which they require qualification (since 23 Jan 2020)
    • [FCA CF] Client dealing (23 Jan 2020 to 7 Jul 2023)
  • Chloe Natasha Binns

    IRN CXB00815

    • [FCA CF] Significant management (14 Jun 2023 to 27 Jun 2023)
  • Chris Ryland

    IRN CDR00016

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • Appointed representative dealing with clients for which they require qualification (since 2 Jan 2024)
    • CF1 Director (AR) (since 6 Nov 2023)
    • CF30 Customer (since 6 Nov 2023)
  • Christian Carl Laurent Simon

    IRN CCS00012

    • CF30 Customer (2 Aug 2012 to 17 Oct 2018)
  • Christian Dominic Thompson

    IRN CDT00006

    • Appointed representative dealing with clients for which they require qualification (28 Mar 2023 to 26 Apr 2023)
    • CF30 Customer (1 Mar 2023 to 26 Apr 2023)
    • [FCA CF] Client dealing (26 Jan 2023 to 28 Mar 2023)
    • [FCA CF] Functions requiring qualifications (26 Jan 2023 to 28 Mar 2023)
  • Christina Wood

    IRN CXW00089

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 6 Apr 2023)
    • CF30 Customer (since 29 Mar 2023)
    • [FCA CF] Functions requiring qualifications (29 Mar 2023 to 6 Apr 2023)
    • [FCA CF] Client dealing (29 Mar 2023 to 6 Apr 2023)
  • Christine Dawn Tucker

    IRN CDT00013

    • 21. Advising or arranging (bringing about) equity release transactions
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Client dealing (since 10 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (since 10 Dec 2019)
    • CF30 Customer (since 22 Nov 2013)
  • Christine Huckerby

    IRN CXH00096

    • CF30 Customer (26 Nov 2008 to 10 Dec 2012)
  • Christopher Allan Davies

    IRN CAD00030

    • CF1 Director (AR) (29 Oct 2018 to 4 Jan 2021)
    • Responsible for Insurance Distribution (1 Oct 2018 to 22 Oct 2018)
    • Responsibility for MCD Intermediation (21 Mar 2016 to 22 Oct 2018)
    • CF30 Customer (1 Nov 2007 to 4 Jan 2021)
    • CF21 Investment Adviser (2 Apr 2007 to 31 Oct 2007)
    • Responsible for Insurance Mediation (2 Apr 2007 to 30 Sep 2018)
    • CF11 Money Laundering Reporting (2 Apr 2007 to 21 Jun 2017)
    • CF10 Compliance Oversight (2 Apr 2007 to 22 Oct 2018)
    • CF1 Director (2 Apr 2007 to 22 Oct 2018)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

Updates to this firm's record on the FCA register.

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