2 Plan Wealth Management Limited

Date authorised
1 April 2013
Companies House
05998270
Last scraped
2 weeks ago
Watch for changes

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.

  • Norman Roy Abbott

    IRN NXA00029

    • [FCA CF] Functions requiring qualifications (10 Dec 2019 to 3 Apr 2023)
    • [FCA CF] Client dealing (10 Dec 2019 to 3 Apr 2023)
    • CF30 Customer (29 May 2009 to 8 Dec 2019)
  • Ognjen Krkotic

    IRN MXK01750

    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Client dealing (since 6 Apr 2020)
    • [FCA CF] Functions requiring qualifications (since 6 Apr 2020)
  • Olaoluwa Owoso

    IRN OXO01228

    • Appointed representative dealing with clients for which they require qualification (17 Feb 2023 to 11 Jun 2025)
    • CF30 Customer (4 Jan 2023 to 1 Jul 2025)
    • CF1 Director (AR) (4 Jan 2023 to 1 Jul 2025)
    • [FCA CF] Client dealing (20 Jan 2022 to 17 Feb 2023)
    • [FCA CF] Functions requiring qualifications (20 Jan 2022 to 17 Feb 2023)
  • Olga Robertson

    IRN OXR01090

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 4 Nov 2024)
    • CF30 Customer (since 4 Sep 2024)
    • CF1 Director (AR) (since 4 Sep 2024)
    • [FCA CF] Client dealing (1 Jul 2024 to 4 Nov 2024)
    • [FCA CF] Functions requiring qualifications (1 Jul 2024 to 4 Nov 2024)
  • Oliver Kevin Banks

    IRN OKB01003

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 4 Jun 2024)
    • CF30 Customer (since 1 May 2024)
    • [FCA CF] Client dealing (11 Mar 2024 to 4 Jun 2024)
    • [FCA CF] Functions requiring qualifications (11 Mar 2024 to 4 Jun 2024)
  • Oliver Morgan

    IRN OHM01006

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 16 Mar 2023)
    • CF30 Customer (since 2 Mar 2023)
    • [FCA CF] Client dealing (6 Jan 2023 to 16 Mar 2023)
    • [FCA CF] Functions requiring qualifications (6 Jan 2023 to 16 Mar 2023)
  • Oonagh Brigid Bastille

    IRN OBB00001

    • CF30 Customer (16 Feb 2009 to 29 Oct 2009)
  • Orathai Nicholson

    IRN OXN00030

    • CF1 Director (AR) (since 13 Nov 2023)
  • Owen Tomas Cleary

    IRN OTC01003

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 9 Feb 2024)
    • CF30 Customer (since 8 Nov 2023)
  • Paige Jenkins

    IRN PXW01913

    • CF30 Customer (20 Dec 2023 to 2 Oct 2025)
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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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