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.

  • David Andrew Moteane

    IRN DAM01234

    • CF1 Director (AR) (6 Jul 2022 to 29 Dec 2022)
  • David Andrew Sharp

    IRN DXS00406

    • CF30 Customer (since 1 Apr 2026)
    • CF1 Director (AR) (since 1 Apr 2026)
  • David Andrew Wilson

    IRN DAW00088

    • 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] Functions requiring qualifications (since 25 Sep 2025)
    • [FCA CF] Client dealing (since 25 Sep 2025)
  • David Ashley Reed

    IRN DAR00015

    • CF30 Customer (9 Jan 2008 to 23 Mar 2012)
  • David Brooker

    IRN DJB01618

    • 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
    • [FCA CF] Client dealing (since 10 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 10 Dec 2019)
    • Appointed representative dealing with clients for which they require qualification (3 Apr 2023 to 7 Oct 2025)
    • CF30 Customer (25 Apr 2019 to 8 Dec 2019)
  • David Bruce James Schofield

    IRN DBS01059

    • 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)
    • CF1 Director (AR) (since 16 May 2024)
    • Appointed representative dealing with clients for which they require qualification (since 28 Sep 2021)
    • CF30 Customer (since 6 Aug 2021)
    • CF1 Director (AR) (6 Aug 2021 to 24 Dec 2023)
    • [FCA CF] Functions requiring qualifications (10 Dec 2019 to 22 Sep 2021)
    • [FCA CF] Client dealing (10 Dec 2019 to 22 Sep 2021)
    • CF30 Customer (11 Apr 2018 to 8 Dec 2019)
  • David Buckley

    IRN DXB02060

    • 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 12 Mar 2023)
    • CF1 Director (AR) (since 26 Sep 2022)
    • CF30 Customer (since 26 Sep 2022)
    • [FCA CF] Functions requiring qualifications (22 Dec 2021 to 12 Mar 2023)
    • [FCA CF] Client dealing (22 Dec 2021 to 12 Mar 2023)
  • David Charles Coles

    IRN DCC00033

    • 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 22 Feb 2022)
    • CF30 Customer (since 21 Jan 2022)
    • CF1 Director (AR) (since 21 Jan 2022)
    • [FCA CF] Client dealing (10 Dec 2019 to 22 Feb 2022)
    • [FCA CF] Functions requiring qualifications (10 Dec 2019 to 22 Feb 2022)
    • CF30 Customer (17 Jun 2013 to 8 Dec 2019)
  • David Charles Core

    IRN DCC00011

    • CF30 Customer (4 Jun 2008 to 14 Apr 2009)
  • David Charles Heywood

    IRN DCH00038

    • [FCA CF] Client dealing (10 Dec 2019 to 13 Jan 2026)
    • [FCA CF] Functions requiring qualifications (10 Dec 2019 to 13 Jan 2026)
    • CF30 Customer (16 Jul 2013 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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