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.

  • Peter James Tree

    IRN PJT00027

    • CF30 Customer (8 May 2009 to 13 Apr 2010)
  • Peter Jessop

    IRN PXJ01154

    • 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 27 Jul 2022)
    • CF30 Customer (since 16 Jun 2022)
    • CF1 Director (AR) (since 16 Jun 2022)
    • [FCA CF] Functions requiring qualifications (9 Jan 2022 to 27 Jul 2022)
    • [FCA CF] Client dealing (9 Jan 2022 to 27 Jul 2022)
  • Peter John Barlow

    IRN PJB00064

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 27 Apr 2023)
    • CF1 Director (AR) (since 30 Jan 2023)
    • CF30 Customer (since 30 Jan 2023)
    • [FCA CF] Client dealing (12 Oct 2022 to 27 Apr 2023)
    • [FCA CF] Functions requiring qualifications (12 Oct 2022 to 27 Apr 2023)
  • Peter Jon Stalworth

    IRN PXB00123

    • CF30 Customer (since 6 Dec 2022)
    • CF1 Director (AR) (since 6 Dec 2022)
    • Appointed representative dealing with clients for which they require qualification (29 Dec 2022 to 4 Aug 2025)
    • [FCA CF] Client dealing (3 Nov 2022 to 29 Dec 2022)
    • [FCA CF] Functions requiring qualifications (3 Nov 2022 to 29 Dec 2022)
  • Peter Kozlowski

    IRN PXK00029

    • [FCA CF] Client dealing (10 Dec 2019 to 5 Oct 2022)
    • [FCA CF] Functions requiring qualifications (10 Dec 2019 to 5 Oct 2022)
    • CF30 Customer (1 Feb 2012 to 8 Dec 2019)
  • Peter Michael Doyle-Smith

    IRN PMD00026

    • CF30 Customer (20 Jan 2010 to 21 Jan 2017)
  • Peter Michael O'Toole

    IRN PMO00009

    • Appointed representative dealing with clients for which they require qualification (16 Dec 2020 to 1 Aug 2022)
    • [FCA CF] Client dealing (16 Dec 2020 to 1 Aug 2022)
    • CF30 Customer (15 Dec 2020 to 1 Aug 2022)
  • Peter Wesley Clarke

    IRN PWC01059

    • 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
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 16 Jan 2024)
    • CF1 Director (AR) (since 5 Dec 2023)
    • CF30 Customer (since 5 Dec 2023)
  • Petra Oakes

    IRN PXO00036

    • [FCA CF] Manager of certification employee (since 24 May 2024)
  • Philip Andrew Gee

    IRN PAG00011

    • CF30 Customer (25 Feb 2011 to 17 Oct 2011)
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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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