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.

  • Christopher Simon Paul Dicker

    IRN CSD01043

    • CF30 Customer (14 Apr 2011 to 31 Oct 2012)
  • Christopher Stanley Rockall

    IRN CSR00006

    • [FCA CF] Functions requiring qualifications (10 Dec 2019 to 29 Apr 2022)
    • [FCA CF] Client dealing (10 Dec 2019 to 29 Apr 2022)
    • CF30 Customer (18 Jun 2009 to 30 Dec 2012)
  • Christopher Terrance Fox

    IRN CXF77215

    • 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 Jun 2023)
    • CF30 Customer (since 1 Jun 2023)
    • [FCA CF] Client dealing (6 Dec 2022 to 21 Jun 2023)
    • [FCA CF] Functions requiring qualifications (6 Dec 2022 to 21 Jun 2023)
  • Christopher Thornton

    IRN CXT00016

    • Appointed representative dealing with clients for which they require qualification (14 Feb 2024 to 6 Mar 2024)
    • CF30 Customer (14 Nov 2023 to 5 Mar 2024)
    • CF1 Director (AR) (14 Nov 2023 to 5 Mar 2024)
  • Christopher William Kendall

    IRN CWK01009

    • CF30 Customer (1 Jan 2010 to 30 Dec 2011)
  • Ciara Tiffney

    IRN CXT00116

    • [FCA CF] Functions requiring qualifications (1 Apr 2022 to 30 Jun 2022)
    • [FCA CF] Client dealing (1 Apr 2022 to 30 Jun 2022)
  • Ciaran Scanlon

    IRN CXS00292

    • Appointed representative dealing with clients for which they require qualification (22 Dec 2021 to 9 Feb 2024)
    • CF30 Customer (20 Dec 2021 to 5 Feb 2024)
  • Claire Ann Limon

    IRN CAL01104

    • Responsibility for MCD Intermediation (since 24 Jun 2024)
    • Responsible for Insurance Distribution (since 24 Jun 2024)
    • SMF1 Chief Executive (since 24 Jun 2024)
    • SMF3 Executive Director (since 24 Jun 2024)
    • SMF24 Chief Operations (20 Oct 2025 to 21 Apr 2026)
  • Claire Chown

    IRN CXG01230

    • 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 19 May 2023)
    • CF30 Customer (since 27 Mar 2023)
    • [FCA CF] Client dealing (24 Apr 2023 to 19 May 2023)
    • [FCA CF] Functions requiring qualifications (24 Apr 2023 to 19 May 2023)
  • Claire Louise Buchanan

    IRN CLB01091

    • 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
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • [FCA CF] Functions requiring qualifications (since 10 Dec 2019)
    • [FCA CF] Client dealing (since 10 Dec 2019)
    • CF30 Customer (17 Mar 2010 to 8 Dec 2019)
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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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