2 Plan Wealth Management

General information

For Advisers
2plan wealth management provides the shelter for advisers to conduct business in a safe environment, whilst also giving full support throughout the advice process, according to individual needs. Our technology systems streamline the core business processes and allow advisers to increase the amount of valuable time spent with clients.
For Clients
At 2plan we pride ourselves in offering exceptional client value by focussing on the ‘2plan client experience’. Our approach is to build trusted, professional relationships with our clients, including extensive enhanced services which provide knowledgeable advice on more complex needs and solutions. We aim to protect and enhance clients’ assets by creating a truly personal financial plan, allowing the adviser to provide an individually tailored client experience. All of this must be achieved with great efficiency, but without sacrificing the quality of service, and 2plan has built a unique wealth management advice system specifically for this purpose.