2plan Wealth Management

What 2plan Wealth Management does

2plan Wealth Management Ltd is a UK-based, FCA-authorised (Firm Reference Number 461598) wealth management support platform founded in July 2007 and headquartered in Leeds. The firm operates an Independent Financial Adviser (IFA) network, providing affiliated financial advisers across the United Kingdom with centralised administration, technology, regulation, paraplanning, and marketing services, while end-clients receive wealth management, investment, retirement, protection, and mortgage advice.

The technical foundation is a bespoke, in-house technology platform — referred to as the 2plan Platform — that integrates client management, advice delivery, and regulatory compliance workflows, and is operated by a dedicated in-house development team. Adjacent modules extend the platform's surface area: Tailored Wealth Solutions offers a restricted/blended advice model, 2retire provides succession planning for adviser firms, the Academy Programme trains new advisers, the Marketing Gateway and Financial Promotions Team deliver compliant marketing collateral, and a Client Access Portal gives end-clients a single point of access. Engineering leadership was refreshed in January 2026 with the appointment of an IT Director from Openwork, indicating ongoing platform investment.

Commercially, 2plan monetises through recurring fees from adviser firms for platform access and ongoing back-office support, and through ongoing client service fees billed separately by advisers. The customer base is split between private investors (individuals receiving comprehensive wealth and retirement planning) and corporate clients (businesses requiring professional financial guidance). The firm is privately held, with no disclosed parent company, institutional investors, or external funding rounds, and reports a headcount of 251-500 employees.

Name

2plan Wealth Management

Legal name

2plan wealth management Ltd

Website

https://2plan.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

251–500 employees

Short description

2plan Wealth Management is an FCA-authorised UK IFA network founded in 2007, headquartered in Leeds, providing financial advisers with proprietary in-house technology, administration, compliance, and paraplanning support to deliver wealth, retirement, protection, and mortgage advice to private investors and corporate clients.

Ownership category

akta.pro rank

Headquarters

HQ city

Leeds

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Financial Advisory Services: Revenue generated from providing financial advice across wealth management, investments, retirement planning, protection, and mortgages. Services include consultation, advice, implementation, and ongoing service delivery.
2. Ongoing Service Fees: Ongoing service available at an additional charge, providing continuous access to advisers and tailored financial monitoring.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

2plan Wealth Management delivers comprehensive financial advice and wealth management services through a nationwide network of financial advisers in the UK. Services span investment planning, retirement planning, protection/insurance, and mortgages, supported by a bespoke in-house technology platform with a Client Access Portal. The firm also provides centralised administration, paraplanning, regulatory support, and business consulting services to adviser firms operating under its network.

Product overview

2plan Wealth Management operates as a comprehensive wealth management platform built around its core bespoke 2plan Platform technology. The platform encompasses a suite of integrated products including Tailored Wealth Solutions (a restricted yet flexible offering), 2retire for succession planning, and the Academy Programme for adviser development. Supporting tools include Marketing Gateway for compliant promotional materials, a Client Access Portal for client engagement, and Financial Promotions team support. Additional services span Personal Client Agreement documents (IFA and TWS variants), Mortgage & Protection Agreement documentation, and Central Administration & Paraplanning services. The architecture represents a unified platform approach with multiple specialist modules designed for financial advisers operating across the UK wealth management sector.

Differentiator

Problem solved

Functional benefit

Segments2 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

One partnership is on record.

• Convercent by OneTrustsupportingOthersIndependent hotline service managed by Convercent by OneTrust for whistleblowing concerns. The hotline passes concerns to the 2plan Money Laundering Reporting Officer (MLRO). Alternative reporting tool also provided through the Convercent platform.

Scale indicators2 records

Recent moves7 records

Expansion highlights5 records

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Customer concentration

• Xx.com/2plan

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about 2plan Wealth Management