2plan Information

2plan Wealth Management is one of the top 3 independent financial advice firms in the UK* with offices in London, Leeds and nationwide. Following its launch in July 2007, the Company continues to grow with over 200 professionally trained IFAs supported by a head-office technical team with chartered financial planning expertise. Using market-leading technology to support advisers and their clients, the Company provides an extensive range of wealth management, retirement, investment and financial planning services to private clients and businesses across the country. The two founders Chris Smallwood and Chris Davies have extensive experience in the financial services sector, latterly as main board Executive Directors, before incorporating 2plan Ltd in July 2006. Combining their knowledge and expertise in working at the highest corporate levels in the industry and directly with financial advisers, they saw a clear opportunity in the UK market to introduce an innovative financial services model with significant benefits for IFAs. 2plan is now part of Openwork, a leading financial services partnership with over 2,500 financial advisers operating across the UK. It operates as a directly authorised, multi-panel distribution network and is owned by its advisers with a 67.5% share, 7.5% by its employees and 25% by Zurich Financial Services Group.