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.

  • Christopher Leslie Binns

    IRN CLB00032

    • CF30 Customer (19 Sep 2014 to 16 Oct 2015)
  • Christopher Mark Smallwood

    IRN CMS00048

    • [FCA CF] Significant management (14 Jun 2023 to 27 Jun 2023)
    • SMF3 Executive Director (9 Dec 2019 to 3 Apr 2024)
    • SMF1 Chief Executive (9 Dec 2019 to 3 Apr 2024)
    • Responsibility for MCD Intermediation (21 Nov 2018 to 3 Apr 2024)
    • Responsible for Insurance Distribution (21 Nov 2018 to 3 Apr 2024)
    • CF30 Customer (1 Nov 2007 to 22 May 2009)
    • CF21 Investment Adviser (2 Apr 2007 to 31 Oct 2007)
    • CF1 Director (2 Apr 2007 to 8 Dec 2019)
    • CF3 Chief Executive (2 Apr 2007 to 8 Dec 2019)
    • CF8 Apportionment and Oversight (2 Apr 2007 to 31 Mar 2009)
  • Christopher Michael Churm

    IRN CMC01113

    • 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 Jan 2024)
    • CF30 Customer (since 15 Nov 2023)
  • Christopher Michael Harris

    IRN CMH00004

    • 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 21 Apr 2023)
    • CF30 Customer (since 29 Mar 2023)
    • CF30 Customer (22 Jan 2008 to 25 Nov 2011)
  • Christopher Mills

    IRN CJM01459

    • 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)
    • 7. Giving personal recommendations on long-term care insurance contracts
    • Appointed representative dealing with clients for which they require qualification (since 24 May 2023)
    • CF1 Director (AR) (since 23 May 2023)
    • CF30 Customer (since 23 May 2023)
    • [FCA CF] Client dealing (9 Jan 2023 to 24 May 2023)
    • [FCA CF] Functions requiring qualifications (9 Jan 2023 to 24 May 2023)
  • Christopher Neil Mison

    IRN CNM00001

    • CF4 Partner (AR) (12 Mar 2013 to 7 Jan 2015)
  • Christopher Paul Johnson

    IRN CXJ00027

    • Appointed representative dealing with clients for which they require qualification (15 Dec 2023 to 1 Dec 2025)
    • CF30 Customer (23 Nov 2023 to 1 Dec 2025)
    • CF1 Director (AR) (23 Nov 2023 to 1 Dec 2025)
  • Christopher Peter Cheek

    IRN CPC00017

    • [FCA CF] Client dealing (10 Dec 2019 to 1 Jul 2025)
    • [FCA CF] Functions requiring qualifications (10 Dec 2019 to 1 Jul 2025)
    • CF30 Customer (17 Apr 2009 to 8 Dec 2019)
  • Christopher Poynton

    IRN CJP01210

    • 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 4 Feb 2022)
    • CF30 Customer (since 2 Feb 2022)
    • CF1 Director (AR) (since 2 Feb 2022)
    • [FCA CF] Functions requiring qualifications (12 Apr 2021 to 4 Feb 2022)
    • [FCA CF] Client dealing (12 Apr 2021 to 4 Feb 2022)
  • Christopher Robert Buyers

    IRN CRB01107

    • CF30 Customer (17 Sep 2014 to 25 Sep 2015)
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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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