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.

  • Neil John Marshall

    IRN NJM00013

    • Appointed representative dealing with clients for which they require qualification (13 Mar 2024 to 1 Apr 2025)
    • CF4 Partner (AR) (3 Dec 2023 to 1 Apr 2025)
    • CF30 Customer (3 Dec 2023 to 1 Apr 2025)
  • Neil MacDougal Swan

    IRN NMS00018

    • CF30 Customer (1 Nov 2007 to 8 Nov 2011)
    • CF21 Investment Adviser (4 Oct 2007 to 31 Oct 2007)
  • Neil Ross Shelton

    IRN NXS00057

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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
    • Appointed representative dealing with clients for which they require qualification (since 11 May 2022)
    • CF1 Director (AR) (since 11 Feb 2022)
    • CF30 Customer (since 11 Feb 2022)
    • [FCA CF] Functions requiring qualifications (16 Nov 2021 to 11 May 2022)
    • [FCA CF] Client dealing (16 Nov 2021 to 11 May 2022)
  • Neil Walker

    IRN NGW00013

    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • [FCA CF] Functions requiring qualifications (since 12 Apr 2021)
    • [FCA CF] Client dealing (since 12 Apr 2021)
  • Neil Wheelan

    IRN NXW01142

    • CF30 Customer (25 Jul 2019 to 1 Apr 2020)
    • CF1 Director (AR) (25 Jul 2019 to 1 Apr 2020)
  • Neville Ayuk Erambo

    IRN NAE01041

    • Appointed representative dealing with clients for which they require qualification (17 Feb 2023 to 5 Nov 2024)
    • CF30 Customer (26 Oct 2022 to 5 Nov 2024)
    • CF1 Director (AR) (26 Oct 2022 to 5 Nov 2024)
    • [FCA CF] Functions requiring qualifications (30 Dec 2021 to 17 Feb 2023)
    • [FCA CF] Client dealing (30 Dec 2021 to 17 Feb 2023)
  • Niall Devine

    IRN NXD00109

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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 15 Feb 2024)
    • CF1 Director (AR) (since 31 Dec 2023)
    • CF30 Customer (since 31 Dec 2023)
    • [FCA CF] Functions requiring qualifications (21 Nov 2023 to 15 Feb 2024)
    • [FCA CF] Client dealing (21 Nov 2023 to 15 Feb 2024)
  • Nicholas David Howell

    IRN NDH00009

    • CF1 Director (AR) (10 Jul 2013 to 8 Nov 2017)
  • Nicholas Edward Kelly

    IRN NEK00002

    • CF1 Director (AR) (since 15 Jul 2025)
  • Nicholas James Borrow

    IRN NXB00079

    • CF30 Customer (19 Aug 2009 to 25 Jun 2010)
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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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