2plan wealth management Ltd

2plan wealth management Ltd is the UK's largest independent advisory firm, offering client-led professional financial advice and high-quality service. With a focus on providing financial planning and wealth management for private investors and businesses across the UK, the company's strategy emphasizes maximum cost efficiency and minimal administrative burden for their advisers through structured technology-based processes. The firm prides itself on its exceptional culture, with advisers benefitting from strong services and support, allowing them to devote more time to clients while leaving administrative, regulatory, and technological aspects to the company.

The company has heavily invested in technology, with their Client Access Portal being acclaimed for remote advice and service delivery. Additionally, 2plan wealth management has its own IT company, bolstering their proposition. The company's philosophy prioritizes the client experience, with advisers striving to build lasting, trusted relationships. They aim to provide the tools, expertise, support, and services to enable financial advisers and firms to conduct business safely while offering specialized advice tailored to individual client needs.

Since its establishment in 2007, 2plan wealth management Ltd operates in the Finance, Financial Services, Banking, and Wealth Management industries. While there is no specific information available regarding their last investment and investors, the company's commitment to client-centric financial advisory services and strategic focus on technology-driven processes positions them as a player to watch in the wealth management space.