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.

  • Anthony Richard Benjamin Wade

    IRN ARW00016

    • 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 4 Apr 2022)
    • CF30 Customer (since 31 Mar 2022)
    • CF1 Director (AR) (since 31 Mar 2022)
    • [FCA CF] Client dealing (10 Dec 2019 to 4 Apr 2022)
    • [FCA CF] Functions requiring qualifications (10 Dec 2019 to 4 Apr 2022)
    • CF30 Customer (1 Jan 2010 to 8 Dec 2019)
  • Anthony Robert Scott

    IRN ARS00013

    • CF4 Partner (AR) (14 Jun 2013 to 1 Aug 2014)
  • Anthony William Vague

    IRN AWV00002

    • [FCA CF] Functions requiring qualifications (10 Dec 2019 to 8 Apr 2021)
    • [FCA CF] Client dealing (10 Dec 2019 to 8 Apr 2021)
    • CF30 Customer (5 May 2009 to 8 Dec 2019)
  • Anton Ross Davies

    IRN ARD01142

    • Appointed representative dealing with clients for which they require qualification (22 Jul 2020 to 6 Dec 2024)
    • [FCA CF] Client dealing (22 Jul 2020 to 24 Sep 2024)
    • CF1 Director (AR) (21 Apr 2020 to 6 Dec 2024)
    • CF30 Customer (21 Apr 2020 to 6 Dec 2024)
  • Antony John Liversage

    IRN AJL00080

    • 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
    • [FCA CF] Client dealing (since 10 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 10 Dec 2019)
    • CF30 Customer (10 May 2011 to 8 Dec 2019)
  • Antony Moore

    IRN AXM00129

    • CF30 Customer (18 Jun 2009 to 23 Apr 2012)
  • Antony Philip Garner

    IRN APG00004

    • [FCA CF] Functions requiring qualifications (10 Dec 2019 to 6 Sep 2023)
    • [FCA CF] Client dealing (10 Dec 2019 to 6 Sep 2023)
    • CF30 Customer (17 Jul 2013 to 8 Dec 2019)
  • Arran Christopher Pamphilon

    IRN AXP00507

    • 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)
    • CF30 Customer (since 30 Jun 2024)
    • [FCA CF] Functions requiring qualifications (since 26 Jun 2024)
    • [FCA CF] Client dealing (since 26 Jun 2024)
  • Ashley Jones

    IRN AXJ00007

    • CF1 Director (AR) (21 Dec 2011 to 4 Jan 2016)
    • CF30 Customer (19 Sep 2011 to 4 Jan 2016)
  • Ashley Langton

    IRN XAL01000

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 6 Apr 2020)
    • CF1 Director (AR) (since 23 Mar 2020)
    • CF30 Customer (since 23 Mar 2020)
    • [FCA CF] Client dealing (6 Apr 2020 to 7 Apr 2020)
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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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