2 Plan Wealth Management Limited
Reference number: 461598
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Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Identity
Check their details
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Verified website
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Verified phone number
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Verified address
2plan Ltd, Bridgewater Place, Water Lane, Leeds, LS11 5BZ, United Kingdom
Also trades as 37 other names, search them
- 2plan
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- Allied Business Associates
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- Ashcroft Wealth
- Balanced Wealth Management
- CEM Financial
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- Crown Trustees
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- Lynn Associates
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- Osprey Financial Planning
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- Vertex Financial Planning
- Waterloo Financial Solutions
- Waygood Financial Planning
- Wilson Financial Planning
Company details
From the company's Companies House record.
- Company number
- 05998270
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 14 November 2006 (19 years old)
- Registered office
- 3rd Floor Bridgewater Place, Water Lane, Leeds, West Yorkshire, LS11 5BZ
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| Nicolas Keith Hewitt | Director | Jun 1970 | 27 Nov 2006 |
| Philip Luard Howell | Director | Nov 1955 | 14 Feb 2024 |
| Claire Ann Limon | Director | Jan 1968 | 14 Feb 2024 |
| Karen Juliet Morris | Director | Jul 1970 | 3 Oct 2025 |
| Carol Anne Boston | Director | Dec 1961 | 18 Nov 2025 |
| Erica Mandryko | Secretary | Not published | 11 Apr 2026 |
Activities and protection
What they can do, and how you are protected
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Advise on or arrange mortgages FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
Show FCA detail (13 permissions)
- Acting as a CBTL advisor
- Acting as a CBTL arranger
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on P2P agreements
- Advising on Pension Transfers and Pension Opt Outs
- Advising on regulated mortgage contracts
- Arranging (bringing about) deals in investments
- Arranging (bringing about) regulated mortgage contracts
- Credit Broking
- Debt Adjusting
- Debt-counselling
- Making arrangements with a view to regulated mortgage contracts
- Making arrangements with a view to transactions in investments
Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Track record
FCA actions and complaints
No FCA disciplinary action, and no complaints recorded with the Ombudsman.
Previously registered as
The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.
- 2 Plan Limited
Names it no longer trades under
This firm has retired 241 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.
Show the retired names
- 1st Alliance Financial Planning
- Acacia Financial Services
- Acura Wealth
- Advice About Money
- Advice on Care
- Advice on Wealth
- A.K.M. Financial Wealth
- Alan Daws Financial Planning
- Alan Driver Financial Services
- Albon Financial Planning
- Alderbrook Financial Planning
- Alexian IFA
- Alistair Young & Associates
- Allen Langrick Financial
- All Things Wealth
- Ambleside Financial
- Andrew Graham Wealth Management
- A.P.T Financial Planning
- Armstrongs
- Armstrongs Wealth Planning
- Arrow Independent Financial Advisers
- A&S Parkinson
- Assured Review IFA
- Atlantic Independent Management
- Autumn Financial Management
- Avon Financial Planning
- Bains Financial Consulting
- Ballantyne Independent Financial Advice
- Barlow Financial
- Barrett Financial Services
- Bay Financial Planning
- BDE Wealth Management
- BeAdvised
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- Bishopsgate Financial Management
- Blue Ocean Financial Services
- Bob Farrington IFA
- Bradley J Lewis Financial Solutions
- Briars Financial Planning
- BRW Financial Services
- Bryan Weeks Financial Services
- Care Fees Annuity
- Care Financial
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- Cepen Independent Financial Advice
- Chandler House Financial Planning
- Chris Binns Wealth Management
- Clwyd Consultancy
- Coniston
- Cooper Financial Services
- CootesWM
- Core Financial Connections
- Cornerstone Financial
- Cornerstone Wealth Planning
- Country Wealth
- C & P Financial Services
- Creative Financial Solutions
- Crowther Mayoh Financial Services
- CS Rockall Associates
- David Leader Financial Management
- Derek Williams Partnership
- Devine Wealth
- D J Brewster F.C.S.
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- Douglas Cook Financial Services
- Doyle & Palmer Wealth Management
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- Dynamic Wealth
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- Efficient Financial Planning
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- Exclusive Mortgage Advice Services
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Common questions
Frequently asked questions
Is 2 Plan Wealth Management Limited FCA authorised?
Yes, 2 Plan Wealth Management Limited (FRN 461598) is authorised by the FCA to carry out regulated activities.
Is my money safe with 2 Plan Wealth Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about 2 Plan Wealth Management to the Financial Ombudsman Service, free of charge.
Is 2 Plan Wealth Management a scam or clone?
2 Plan Wealth Management is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is 2 Plan Wealth Management's Firm Reference Number (FRN)?
2 Plan Wealth Management's FRN is 461598. You can verify it on the FCA register.