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.

  • Adrian Bardrick Middup

    IRN AXM04962

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 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 30 Jan 2024)
    • CF30 Customer (since 27 Jan 2024)
  • Adrian Cameron

    IRN AJC00093

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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 13 Mar 2024)
    • CF30 Customer (since 14 Nov 2023)
  • Adrian Powell

    IRN AXP00036

    • Appointed representative dealing with clients for which they require qualification (11 May 2022 to 3 Apr 2023)
    • CF30 Customer (11 Feb 2022 to 3 Apr 2023)
    • [FCA CF] Functions requiring qualifications (7 Sep 2021 to 11 May 2022)
    • [FCA CF] Client dealing (7 Sep 2021 to 11 May 2022)
  • Adrian Vincent Kidd

    IRN AXK00086

    • 7. Giving personal recommendations on long-term care insurance contracts
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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 17 Aug 2021)
    • CF1 Director (AR) (since 16 Jul 2021)
    • CF30 Customer (since 16 Jul 2021)
    • [FCA CF] Client dealing (2 Mar 2021 to 17 Aug 2021)
    • [FCA CF] Functions requiring qualifications (2 Mar 2021 to 17 Aug 2021)
  • Adriana Lokman

    IRN AXL11637

    • Appointed representative dealing with clients for which they require qualification (10 Nov 2022 to 22 Apr 2025)
    • CF30 Customer (21 Oct 2022 to 22 Apr 2025)
    • CF1 Director (AR) (21 Oct 2022 to 22 Apr 2025)
    • [FCA CF] Functions requiring qualifications (23 Feb 2022 to 10 Nov 2022)
    • [FCA CF] Client dealing (23 Feb 2022 to 10 Nov 2022)
  • Aidan Chavasse

    IRN AXC00682

    • CF1 Director (AR) (since 8 Jan 2026)
  • Ajmer Singh Somal

    IRN ASS00022

    • CF30 Customer (22 Jul 2009 to 30 Dec 2011)
  • Akbar Valli Patel

    IRN AWP01060

    • [FCA CF] Client dealing (10 Dec 2019 to 20 Sep 2021)
    • Appointed representative dealing with clients for which they require qualification (10 Dec 2019 to 20 Sep 2021)
    • CF1 Director (AR) (15 Nov 2019 to 20 Sep 2021)
    • CF30 Customer (15 Nov 2019 to 20 Sep 2021)
  • Alan Arthur Daws

    IRN AAD00005

    • CF30 Customer (22 Nov 2010 to 23 Mar 2012)
  • Alan Charles Stenhouse

    IRN ACS00034

    • CF30 Customer (7 Feb 2012 to 10 Feb 2014)
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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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