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.

  • James Aaron Broad

    IRN JAB01445

    • 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 26 Aug 2020)
    • CF30 Customer (since 12 May 2020)
    • CF1 Director (AR) (since 12 May 2020)
    • [FCA CF] Client dealing (26 Aug 2020 to 2 Jan 2023)
    • CF30 Customer (15 Jul 2014 to 8 Dec 2019)
  • James Alexander Franklin

    IRN JAF01141

    • 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 30 Jul 2025)
    • CF30 Customer (since 2 Jul 2025)
    • [FCA CF] Functions requiring qualifications (10 Sep 2024 to 30 Jul 2025)
    • [FCA CF] Client dealing (10 Sep 2024 to 30 Jul 2025)
  • James Andrew Hewat Craw

    IRN JXC00193

    • CF30 Customer (23 Jan 2008 to 25 Nov 2011)
  • James Annely

    IRN JXA00022

    • [FCA CF] Client dealing (7 Oct 2020 to 22 Mar 2021)
    • CF30 Customer (7 Oct 2020 to 22 Mar 2021)
    • Appointed representative dealing with clients for which they require qualification (7 Oct 2020 to 22 Mar 2021)
  • James Anthony Ahmed

    IRN JAA01224

    • [FCA CF] Client dealing (18 Jul 2023 to 18 Mar 2025)
    • [FCA CF] Functions requiring qualifications (18 Jul 2023 to 18 Mar 2025)
  • James Christopher McDarby

    IRN JXM00021

    • [FCA CF] Functions requiring qualifications (22 Dec 2022 to 3 Sep 2024)
    • [FCA CF] Client dealing (22 Dec 2022 to 3 Sep 2024)
  • James Coudis

    IRN JXC00030

    • CF30 Customer (21 Jun 2013 to 31 Mar 2014)
  • James Daniel Hunter

    IRN JDH00028

    • 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)
    • [FCA CF] Client dealing (since 10 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 10 Dec 2019)
    • CF30 Customer (10 Nov 2011 to 8 Dec 2019)
  • James Daniel Mercer

    IRN JDM01172

    • 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)
    • 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 1 Dec 2022)
    • CF1 Director (AR) (since 28 Oct 2022)
    • CF30 Customer (since 28 Oct 2022)
    • [FCA CF] Client dealing (10 Dec 2019 to 1 Dec 2022)
    • [FCA CF] Functions requiring qualifications (10 Dec 2019 to 1 Dec 2022)
    • CF30 Customer (1 May 2012 to 8 Dec 2019)
  • James David Stephenson

    IRN JDS01141

    • 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 18 May 2023)
    • CF1 Director (AR) (since 27 Apr 2023)
    • CF30 Customer (since 27 Apr 2023)
    • [FCA CF] Client dealing (10 Dec 2019 to 18 May 2023)
    • [FCA CF] Functions requiring qualifications (10 Dec 2019 to 18 May 2023)
    • CF30 Customer (15 Jan 2010 to 8 Dec 2019)
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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.