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.

  • Anthony Gareth Jones

    IRN AGJ00013

    • CF30 Customer (1 Nov 2007 to 9 Oct 2008)
    • CF21 Investment Adviser (28 Jun 2007 to 31 Oct 2007)
  • Anthony Guy Edmeades-Stearns

    IRN AGE01024

    • CF1 Director (AR) (since 4 Aug 2022)
  • Anthony James Pound

    IRN AJP00111

    • 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)
    • 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 17 Nov 2025)
    • CF30 Customer (since 31 Oct 2025)
    • [FCA CF] Functions requiring qualifications (31 Dec 2024 to 17 Nov 2025)
    • [FCA CF] Client dealing (31 Dec 2024 to 17 Nov 2025)
  • Anthony John Hawker

    IRN AJH00100

    • CF30 Customer (19 May 2009 to 28 Jan 2010)
  • Anthony Kevin Mason

    IRN AKM00006

    • 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 10 Dec 2019)
    • CF1 Director (AR) (since 27 Jun 2019)
    • CF30 Customer (since 21 Nov 2013)
    • [FCA CF] Client dealing (10 Dec 2019 to 3 Jul 2023)
  • Anthony Paul Gibbs

    IRN APG01072

    • CF1 Director (AR) (14 Jan 2014 to 3 Mar 2023)
  • Anthony Paul Linnane

    IRN APL01097

    • Appointed representative dealing with clients for which they require qualification (1 Jun 2023 to 24 May 2024)
    • CF30 Customer (31 May 2023 to 24 May 2024)
    • [FCA CF] Client dealing (20 Sep 2021 to 24 May 2024)
    • [FCA CF] Functions requiring qualifications (20 Sep 2021 to 24 May 2024)
  • Anthony Paul McHale

    IRN APM00045

    • Appointed representative dealing with clients for which they require qualification (22 Aug 2022 to 1 May 2024)
    • [FCA CF] Client dealing (10 Dec 2019 to 31 Aug 2022)
    • [FCA CF] Functions requiring qualifications (10 Dec 2019 to 31 Aug 2022)
    • CF30 Customer (10 Jul 2019 to 1 May 2024)
  • Anthony Peter Farrell

    IRN APF01039

    • CF30 Customer (27 Jul 2011 to 7 Sep 2017)
  • Anthony Reginald Brislin

    IRN ARB00028

    • CF30 Customer (11 Dec 2009 to 13 Dec 2012)
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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.