2plan Wealth Management

Finance · United Kingdom · 201-500 Employees

View Company Info for Free

Overview

Headquarters

Bridgewater Place Water Ln, Leeds, West ...

Phone Number

+44 1133021360

Revenue

$23.4 Million

Industry

Finance Securities Trading
ZI Rank: 3
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
2
2
2
2
3

About 2plan Wealth Management

2plan Wealth Management Ltd is one of the largest wealth management firms in the UK, providing a range of financial services including investment advice, retirement planning, and protection solutions. The company prides itself on delivering exceptional support to its financial advisers, enabling them to offer up-to-date advice and build long-lasting client relationships. Their target clients are individuals seeking trusted financial guidance and firms looking to enhance their business operations in a regulatory environment. Established in 2007, 2plan aims to be the go-to adviser for clients' financial matters.Explore more
2plan Wealth Management's Social MediaPopular Searches2plan Wealth Management Ltd2Plan Wealth Management2planGm Financial PlanningSIC Code 62,628NAICS Code 52,523Show more

2plan Wealth Management Org Chart

PhoneEmail
SH
United Kingdom flag for contact location.

Independent Financial Advisor

PhoneEmail
ID
United Kingdom flag for contact location.

Independent Financial Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is 2plan Wealth Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to 2plan Wealth Management

Compare insights from companies similar to 2plan Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

2plan Wealth Management

$23.4M
201-500
Private
-
2007
SH
Steve HainesIndependent Financial Advisor
$322.2M
501-1,000
Private
$36M
2015
$40.8M
201-500
Private
-
2007
N/A
$32M
51-200
Private
-
1982
N/A
$25.7M
201-500
Private
-
1968
TS
Teopolina ShaamaSenior Audit Trainee
$24.4M
51-200
Private
-
2007
KG
Kelly GatlandManager, Operations
$7.7M
51-200
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

2plan Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

2plan Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about 2plan Wealth Management.

2plan Wealth Management Tech Stack

A closer look at the technologies used by 2plan Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding 2plan Wealth Management

What is 2plan Wealth Management's official website?
2plan Wealth Management's official website is www.2plan.com
What is 2plan Wealth Management's Revenue?
2plan Wealth Management's revenue is $23.4 Million
What is 2plan Wealth Management's SIC code?
2plan Wealth Management's SIC: 62,628
What is 2plan Wealth Management's NAICS code?
2plan Wealth Management's NAICS: 52,523
How many employees does 2plan Wealth Management have?
2plan Wealth Management has 201-500 employees
What industry does 2plan Wealth Management belong to?
2plan Wealth Management is in the industry of: Finance, Securities Trading
What is 2plan Wealth Management competition?
2plan Wealth Management top competitors include: Financial, 1825, Fairstone Group, Clifton Wealth
What companies has 2plan Wealth Management acquired?
2plan Wealth Management has acquired the companies: 2plan wealth management, Plural Planning, Allied Business Associates, victoriacarter-ifa.co.uk
What technology does 2plan Wealth Management use?
Some of the popular technologies that 2plan Wealth Management uses are: Microsoft IIS, reCAPTCHA, LiveRamp, PulsePoint
How do I contact 2plan Wealth Management?
2plan Wealth Management contact info: Phone number: +44 1133021360 Website: www.2plan.com
What does 2plan Wealth Management do?

2plan Wealth Management Ltd is one of the largest wealth management firms in the UK, providing a range of financial services including investment advice, retirement planning, and protection solutions. The company prides itself on delivering exceptional support to its financial advisers, enabling them to offer up-to-date advice and build long-lastin... g client relationships. Their target clients are individuals seeking trusted financial guidance and firms looking to enhance their business operations in a regulatory environment. Established in 2007, 2plan aims to be the go-to adviser for clients' financial matters.Read More

What are 2plan Wealth Management social media links?
2plan Wealth Management Linkedin page 2plan Wealth Management Twitter page 2plan Wealth Management Facebook page
Is 2plan Wealth Management a public company?
2plan Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about 2plan Wealth Management

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.