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.

  • Michael Allison

    IRN MXA00346

    • 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 5 Mar 2026)
    • CF1 Director (AR) (since 16 Feb 2026)
    • Appointed representative dealing with clients for which they require qualification (18 May 2022 to 27 May 2025)
    • [FCA CF] Client dealing (17 Aug 2021 to 18 May 2022)
    • [FCA CF] Functions requiring qualifications (17 Aug 2021 to 18 May 2022)
  • Michael Anthony Williams

    IRN MAW01363

    • Responsibility for MCD Intermediation (3 Jun 2019 to 11 Nov 2019)
    • Responsible for Insurance Distribution (3 Jun 2019 to 11 Nov 2019)
    • CF1 Director (3 Jun 2019 to 11 Nov 2019)
  • Michael Antony Howard Rayer

    IRN MAR00044

    • CF30 Customer (22 Jan 2009 to 25 Sep 2015)
  • Michael Bains

    IRN MXB02098

    • CF30 Customer (23 Oct 2020 to 28 Sep 2023)
    • [FCA CF] Client dealing (23 Jan 2020 to 12 Jul 2023)
    • Appointed representative dealing with clients for which they require qualification (23 Jan 2020 to 3 Jan 2024)
  • Michael Barlow

    IRN MXB00537

    • 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 27 Apr 2023)
    • CF30 Customer (since 21 Nov 2022)
    • [FCA CF] Functions requiring qualifications (12 Oct 2022 to 27 Apr 2023)
    • [FCA CF] Client dealing (12 Oct 2022 to 27 Apr 2023)
  • Michael Colin Pigdon

    IRN MCP00006

    • CF30 Customer (25 Jul 2012 to 7 Mar 2019)
  • Michael David Aitkin

    IRN MDA00011

    • 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 22 Jul 2025)
    • CF30 Customer (since 5 Aug 2024)
    • [FCA CF] Functions requiring qualifications (11 Jul 2024 to 22 Jul 2025)
    • [FCA CF] Client dealing (11 Jul 2024 to 22 Jul 2025)
  • Michael David George Morrow

    IRN MDM01149

    • SMF3 Executive Director (9 Dec 2019 to 15 Feb 2022)
    • CF1 Director (14 May 2019 to 8 Dec 2019)
  • Michael David Tomkins

    IRN MDT00006

    • CF30 Customer (1 Mar 2008 to 30 Dec 2012)
  • Michael Donkor

    IRN MGD01076

    • 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)
    • [FCA CF] Client dealing (since 31 Jan 2025)
    • [FCA CF] Functions requiring qualifications (since 31 Jan 2025)
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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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