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.

Website, phone number and address

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.

In the full report: 3 background checks

  • When 2plan.com first appeared online, and whether it can receive email
  • What kind of line 0113 302 1360 is, and the other firm that gives it
  • Who else gives the postcode LS11 5BZ
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Other names (278)

If you were contacted under any of these names, it is this firm.

  • 2plan Trading name
  • Alexian IFA Trading name
  • Allied Business Associates Trading name
  • Amber Tree Trading name
  • Ashcroft Wealth Trading name
  • Balanced Wealth Management Trading name
  • Boundary Financial Planning Trading name
  • CEM Financial Trading name
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  • Crown Trustees Trading name
  • Eastgate Financial Services Trading name
  • Eden Gate Financial Planning Trading name
  • Financial Planning Vision Trading name
  • Hardaker & Town Financial Solutions Trading name
  • Hestia Financial Planning Trading name
  • ICENI Wealth Management Trading name
  • Inasca Wealth & Mortgages Trading name
  • Lynn Associates Trading name
  • Mayfair IFS Trading name
  • Money Know How Trading name
  • Oakfields Wealth Management Trading name
  • Octo Financial Planning Trading name
  • Octo Wealth Management Trading name
  • Opto Financial Solutions Trading name
  • Osprey Financial Planning Trading name
  • Prosperity Financial Planning Trading name
  • Quattro Financial Planning Trading name
  • Robson Financial Planning Trading name
  • SKI Associates Trading name
  • Tallis Wealth Management Trading name
  • Thomson Associates Trading name
  • Tim Allen Financial Planning Trading name
  • Tim Caldwell Financial Services Trading name
  • Vertex Financial Planning Trading name
  • Waterloo Financial Solutions Trading name
  • Waygood Financial Planning Trading name
  • Wilson Financial Planning Trading name
  • 2 Plan Limited Former name
  • 1st Alliance Financial Planning Former trading name
  • Acacia Financial Services Former trading name
  • Acura Wealth Former trading name
  • Advice About Money Former trading name
  • Advice on Care Former trading name
  • Advice on Wealth Former trading name
  • A.K.M. Financial Wealth Former trading name
  • Alan Daws Financial Planning Former trading name
  • Alan Driver Financial Services Former trading name
  • Albon Financial Planning Former trading name
  • Alderbrook Financial Planning Former trading name
  • Alistair Young & Associates Former trading name
  • Allen Langrick Financial Former trading name
  • All Things Wealth Former trading name
  • Ambleside Financial Former trading name
  • Andrew Graham Wealth Management Former trading name
  • A.P.T Financial Planning Former trading name
  • Armstrongs Former trading name
  • Armstrongs Wealth Planning Former trading name
  • Arrow Independent Financial Advisers Former trading name
  • A&S Parkinson Former trading name
  • Assured Review IFA Former trading name
  • Atlantic Independent Management Former trading name
  • Autumn Financial Management Former trading name
  • Avon Financial Planning Former trading name
  • Bains Financial Consulting Former trading name
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  • Barlow Financial Former trading name
  • Barrett Financial Services Former trading name
  • Bay Financial Planning Former trading name
  • BDE Wealth Management Former trading name
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  • Blue Ocean Financial Services Former trading name
  • Bob Farrington IFA Former trading name
  • Bradley J Lewis Financial Solutions Former trading name
  • Briars Financial Planning Former trading name
  • BRW Financial Services Former trading name
  • Bryan Weeks Financial Services Former trading name
  • Care Fees Annuity Former trading name
  • Care Financial Former trading name
  • Cepen IFA Former trading name
  • Cepen Independent Financial Advice Former trading name
  • Chandler House Financial Planning Former trading name
  • Chris Binns Wealth Management Former trading name
  • Clwyd Consultancy Former trading name
  • Coniston Former trading name
  • Cooper Financial Services Former trading name
  • CootesWM Former trading name
  • Core Financial Connections Former trading name
  • Cornerstone Financial Former trading name
  • Cornerstone Wealth Planning Former trading name
  • Country Wealth Former trading name
  • C & P Financial Services Former trading name
  • Creative Financial Solutions Former trading name
  • Crowther Mayoh Financial Services Former trading name
  • CS Rockall Associates Former trading name
  • David Leader Financial Management Former trading name
  • Derek Williams Partnership Former trading name
  • Devine Wealth Former trading name
  • D J Brewster F.C.S. Former trading name
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  • Doyle & Palmer Wealth Management Former trading name
  • DSNY Wealth Planning Former trading name
  • Dynamic Wealth Former trading name
  • Eadie Financial Former trading name
  • Eames Laurie Financial Services Former trading name
  • Eden House Financial Services Former trading name
  • Efficient Financial Planning Former trading name
  • Ellington Stone to 2plan Ltd Former trading name
  • Emily James Financial Services Former trading name
  • Entente Partners Former trading name
  • Equity Release Centre Former trading name
  • Essential Wealth Management Former trading name
  • Evolution Financial Planning Former trading name
  • Exclusive Mortgage Advice Services Former trading name
  • Fairview Financial Management Former trading name
  • Fenchurch Independent Financial Planning Former trading name
  • Fernquest Financial Planning Former trading name
  • Fiducia Wealth Management Former trading name
  • Financial Advice Made Easy Former trading name
  • Financial Planning Services Former trading name
  • Financial Wellbeing Solutions Former trading name
  • First Financial Associates Former trading name
  • Focus Financial Former trading name
  • Forest Financial Services Former trading name
  • Friend & Grant Wealth Management Former trading name
  • Full Circle Financial Solutions Former trading name
  • Fusion Financial Management Former trading name
  • Futura Independent Financial Advisers Former trading name
  • Future Planning Former trading name
  • G E Financial Management Former trading name
  • Generational Wealth Management Former trading name
  • GK Tailored Financial Solutions Former trading name
  • GPFinancial IFA Former trading name
  • Graham Robb Financial Services Former trading name
  • Graham Robb Life & Pensions Former trading name
  • Great Oak Financial Planning Former trading name
  • Great Oaks Financial Partners Former trading name
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  • Hartley Associates Former trading name
  • Harvey & Wheeler IFA Former trading name
  • Helmsman Financial Guidance Former trading name
  • Help for Wealth Former trading name
  • Heritage Financial Planning Former trading name
  • Highdown Financial Services Former trading name
  • Hillswood Independent Former trading name
  • Hinchliffe, Watts & Wyatt Former trading name
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  • Hitchell Mortgage Solutions Former trading name
  • H J Wealth Management Former trading name
  • H K Financial Advisers Former trading name
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  • Holt Financial Services Former trading name
  • Hunter Jamiesons Financial Services Former trading name
  • IB Financial Consultancy Former trading name
  • Iceni WM Former trading name
  • Inclusive Financial Planning Former trading name
  • Independent Money Solutions Former trading name
  • Independent Shetland Finance Former trading name
  • Individually Designed Solutions Former trading name
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  • James Joseph Associates Former trading name
  • J&G Financial Former trading name
  • J&G Financials Former trading name
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  • JP Wealth Management Former trading name
  • Keith Sporne Financial Former trading name
  • Keston Court Financial Services Former trading name
  • Key Financial IFA Former trading name
  • Key Financial Management Former trading name
  • Kingscote Financial Planning Former trading name
  • Kingsley Wealth Management Former trading name
  • Langford Turnbull Former trading name
  • Latitude Wealth Strategies Former trading name
  • Lewis Financial Former trading name
  • Life Financial Planning Former trading name
  • Lifestyle Choices Former trading name
  • Linkage Financial Former trading name
  • LLM Financial Planning Former trading name
  • Mac Financial Advisers Former trading name
  • Mackinlay Associates Former trading name
  • Magnum Financial Solutions Former trading name
  • Malama Wealth Former trading name
  • Markham Financial Planning Former trading name
  • Mark Vincent Financial Services Former trading name
  • Marrs Benson Financial Services Former trading name
  • Matthew Slessor Wealth Management Former trading name
  • Mawbey Independent Financial Advice Former trading name
  • MCP Financial Services Former trading name
  • Method Financial Planning Former trading name
  • Mii Kaela Former trading name
  • Miller James Financial Planning Former trading name
  • MiWealth Former trading name
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  • Mulberry House Wealth Management Former trading name
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  • Omega Financial Former trading name
  • One Financial Solutions Former trading name
  • Optimal Financial Services Former trading name
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  • Patrick Wayne Wealth Former trading name
  • PDS Financial Services Former trading name
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  • Peter Tree Associates Former trading name
  • Phil Gee Financial Former trading name
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  • Plural Former trading name
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  • Probert Financial Former trading name
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  • Quantum Former trading name
  • Quay Asset Management (Gillingham) Former trading name
  • Quay Asset Management (Salisbury) Former trading name
  • Quay Wealth Former trading name
  • Remulate Wealth Former trading name
  • Richwood Financial Services Former trading name
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  • RNCFP Former trading name
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  • Stable Financial Services Former trading name
  • Stalworth Wealth Former trading name
  • Stapley Mortgages Former trading name
  • Stephen Abbott Financial Services Former trading name
  • Stephen Eve Financial Former trading name
  • Stephen Eve Financial Planning Former trading name
  • Sutton Coldfield Wealth Management Former trading name
  • SWS Independent Advice Former trading name
  • Tailored Wealth Former trading name
  • TaxAssist Financial Services Former trading name
  • Templegate Financial Planning Former trading name
  • T G Financial Services Former trading name
  • TGL Financial Planning Former trading name
  • The Chatsworth Practice Former trading name
  • The Crossman Giles Partnership Former trading name
  • Threshold Wealth Management Ltd Former trading name
  • Tim Rowson Financial Planning Former trading name
  • Total Financial Management Former trading name
  • Totum Financial Planning Former trading name
  • Tracy Simpson Financial Planning Former trading name
  • Tracy Simpson Financial Planning for Women Former trading name
  • Ubuntu Wealth Management Former trading name
  • Uniec Financial Solutions Former trading name
  • Vonish Investments Former trading name
  • Voyage Financial Planning Former trading name
  • Vulcan Financial Services Former trading name
  • Wallace White Financial Services Former trading name
  • Wayfinder Wealth Management Former trading name
  • Wealthrelease Former trading name
  • White Stone Financial Planning Former trading name
  • Yellow Brick Financial Planning Former trading name
  • Your Financial Planning Former trading name
  • Your Future Your Money Former trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A 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 apply
    Eligible 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 apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
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

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

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
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Philip Luard Howell Director Nov 1955 14 Feb 2024 7 other companies
Claire Ann Limon Director Jan 1968 14 Feb 2024 3 other companies
Karen Juliet Morris Director Jul 1970 3 Oct 2025 5 other companies
Carol Anne Boston Director Dec 1961 18 Nov 2025 7 other companies
Craig Anthony Goold Director Jan 1974 14 Sep 2026 7 other companies
Erica Mandryko Secretary Not published 11 Apr 2026 –

Other companies run by these 5 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
16
closed down
3
are FCA-registered
5

In the full report: all 16 companies, named

  • What each company does, and whether it is still trading
  • Which of these 5 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 5 on the FCA register
  • The 4 companies these 5 directors run together
  • All 19 people who have ever been directors, with their dates
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Key dates in its history

2 Plan Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (6) All events (567)

2016

6 April 2016

  • 2 Plan Group Limited took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2011

10 October 2011

  • Changed its registered name from "2 Plan Limited"

FCA register

2007

2 April 2007

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

2006

14 November 2006

  • Incorporated at Companies House

Companies House

In the full report: all 567 events

  • All 567 events in its history (6 shown here)
  • Every director appointment and resignation: 35
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Firms connected to 2 Plan Wealth Management

Other FCA-listed firms that share a director, phone number or address with 2 Plan Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
3
share a director
3
share its phone number
1

In the full report: all 3 connected firms, named

  • How each is linked: shared directors (3), the same phone number (1), the same postcode (1)
  • Who links each one: the named directors, with dates
  • 2 past links through former directors
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Firms like 2 Plan Wealth Management

Other firms of the same type (financial adviser), nearest first.

In Leeds

A. Bianchi Financial Solutions LimitedLeedsAuthorisedAge Partnership Wealth Management LimitedLeedsAuthorisedApollo Financial Consultancy LtdLeedsAuthorisedBareham Independent Financial Advisers LimitedLeedsAuthorisedBartlett Wealth Management LtdLeedsAuthorisedClarity Wealth LimitedLeedsAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on 2 Plan Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 16 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 567 events in its history
  • 3 connected firms, named, and who links them

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Frequently asked questions about this firm

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. It has held its current authorisation since April 2007 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is 2 Plan Wealth Management’s phone number and website?
The FCA register lists the phone number 0113 302 1360 and the website 2plan.com for 2 Plan Wealth Management. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is 2 Plan Wealth Management a scam or clone?
2 Plan Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with 2 Plan Wealth Management?
Its FCA permissions do not allow it to hold or control client money. 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.
Who owns 2 Plan Wealth Management?
2 Plan Wealth Management is owned by 2 Plan Group Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 6 April 2016.
Who runs 2 Plan Wealth Management?
Companies House lists 5 directors of 2 Plan Wealth Management: Philip Luard Howell, Claire Ann Limon, Karen Juliet Morris, Carol Anne Boston and Craig Anthony Goold.
How long has 2 Plan Wealth Management been in business?
The company was formed on 14 November 2006, and has held its current FCA authorisation since April 2007.
Does 2 Plan Wealth Management use any other names?
It trades as 2plan, Alexian IFA, Allied Business Associates, Amber Tree and Ashcroft Wealth, and 32 more names. It has previously used 241 other names, including 2 Plan Limited, 1st Alliance Financial Planning and Acacia Financial Services.

Sources and links

The full report on 2 Plan Wealth Management Limited

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