Company Information

Get to know 2plan Wealth Management

Established in 2007, 2plan wealth management ltd is one of the UK's leading networks for financial advisers. The company provides a comprehensive support structure, including compliance, technology, and administrative services, to a network of both Independent and Restricted Financial Advisers across the country. Its primary business is to empower these advisers to deliver a full range of financial planning and wealth management services to their clients, covering areas such as investments, retirement planning, mortgages, and insurance protection.

Industry

Financial Wealth ManagementPRIMARY
Financial Banking
Financial Other Service

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2plan Wealth Management

United Kingdom

Founded in

Jul 2007 (19 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

(77 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.