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.

  • Deborah Ellen Uys

    IRN DXU00001

    • CF1 Director (AR) (since 5 Mar 2021)
  • Deborah Jane Noble

    IRN DJN01091

    • 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
    • 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 22 Mar 2023)
    • CF30 Customer (since 20 Mar 2023)
    • [FCA CF] Functions requiring qualifications (30 Dec 2022 to 22 Mar 2023)
    • [FCA CF] Client dealing (30 Dec 2022 to 22 Mar 2023)
  • Deborah Louise Bowerman

    IRN DLS00033

    • 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 21 Jul 2025)
    • CF30 Customer (since 25 Jun 2025)
  • Declan Iain Harrington

    IRN DLH00002

    • CF30 Customer (4 Feb 2019 to 7 Feb 2019)
    • CF1 Director (AR) (4 Feb 2019 to 7 Feb 2019)
  • Deirdre Pauline Ayling

    IRN DPA01032

    • CF30 Customer (24 Sep 2009 to 5 Aug 2013)
  • Dena Maria Al-Dossary

    IRN DMA01091

    • 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
    • [FCA CF] Functions requiring qualifications (since 3 Jul 2024)
    • [FCA CF] Client dealing (since 3 Jul 2024)
  • Dene Harrison Bonar

    IRN DHB00023

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 10 Dec 2019)
    • [FCA CF] Client dealing (since 10 Dec 2019)
    • CF30 Customer (30 Jul 2012 to 30 Dec 2012)
  • Denis James Bekenn

    IRN DJB00096

    • [FCA CF] Client dealing (10 Dec 2019 to 29 Jun 2022)
    • [FCA CF] Functions requiring qualifications (10 Dec 2019 to 29 Jun 2022)
    • CF30 Customer (10 Feb 2014 to 8 Dec 2019)
  • Denis Nigel Collins

    IRN DNC00025

    • CF30 Customer (5 May 2009 to 10 Feb 2012)
  • Derek Alan Lawrence

    IRN DAL00031

    • CF30 Customer (9 Jun 2010 to 9 Feb 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.

No changes recorded yet.