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.

  • Kris Sleeuwenhoek

    IRN KXS00062

    • 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)
    • CF1 Director (AR) (since 5 Oct 2023)
    • CF30 Customer (since 5 Oct 2023)
    • [FCA CF] Functions requiring qualifications (since 1 Sep 2023)
    • [FCA CF] Client dealing (since 1 Sep 2023)
  • Kristofer Barclay

    IRN KXB01247

    • Appointed representative dealing with clients for which they require qualification (26 Jul 2024 to 30 Mar 2026)
    • CF30 Customer (3 Jun 2024 to 30 Mar 2026)
    • [FCA CF] Functions requiring qualifications (8 Apr 2024 to 26 Jul 2024)
    • [FCA CF] Client dealing (8 Apr 2024 to 26 Jul 2024)
  • Krystyne Gunter

    IRN KXG01451

    • CF1 Director (AR) (30 Mar 2015 to 1 Apr 2026)
  • Kulvinder Rehal

    IRN KXR00081

    • [FCA CF] Functions requiring qualifications (24 Nov 2023 to 14 Nov 2024)
    • [FCA CF] Client dealing (24 Nov 2023 to 14 Nov 2024)
  • Laura Dodsworth

    IRN LXD00435

    • 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
    • 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 4 Jul 2025)
    • CF30 Customer (since 1 Jul 2025)
  • Laura Marie Lewis

    IRN LXG00105

    • [FCA CF] Client dealing (1 Jun 2022 to 14 Mar 2023)
    • [FCA CF] Functions requiring qualifications (1 Jun 2022 to 14 Mar 2023)
  • Laura Pearson

    IRN LXP00120

    • 21. Advising or arranging (bringing about) equity release transactions
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 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 20 Dec 2021)
    • CF30 Customer (since 4 Dec 2021)
    • CF1 Director (AR) (since 4 Dec 2021)
  • Lauren Gair

    IRN LXG00290

    • Appointed representative dealing with clients for which they require qualification (23 May 2023 to 14 Jun 2024)
  • Lauren Jones

    IRN LXM01908

    • Appointed representative dealing with clients for which they require qualification (29 Jun 2023 to 24 Apr 2025)
    • CF1 Director (AR) (20 Jun 2023 to 24 Apr 2025)
    • CF30 Customer (20 Jun 2023 to 24 Apr 2025)
    • [FCA CF] Functions requiring qualifications (1 Feb 2023 to 24 Apr 2025)
    • [FCA CF] Client dealing (1 Feb 2023 to 24 Apr 2025)
  • Laurence Durant Hopper

    IRN LDH00003

    • CF30 Customer (1 Nov 2007 to 23 Dec 2010)
    • CF21 Investment Adviser (31 Aug 2007 to 31 Oct 2007)
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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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