Introduction Financial Planning Outcomes
Employee Services
Why 2Plan Wealth Management?
2plan Wealth Management is one of the top three independent financial advice firms in the UK with offices in London, Leeds and Birmingham. Following its launch in July 2007, the Company continues to grow with over 180 professionally trained IFAs supported by a head-office technical team with chartered financial planning expertise. Using market-leading technology to support advisers and their clients, the Company provides an extensive range of wealth management, retirement, investment and financial planning services to private clients and businesses across the country.
The two founders Chris Smallwood and Chris Davies have extensive experience in the financial services sector, latterly as main board Executive Directors, before incorporating 2plan Ltd in July 2006.
Combining their knowledge and expertise in working at the highest corporate levels in the industry and directly with financial advisers, they saw a clear opportunity in the UK market to introduce an innovative financial services model with significant benefits for IFAs and more importantly to ensure their clients benefit from this expertise with the knowledge that there Financial Plans for both now and the future are in Safe Professional Hands.
Having access to the leading edge technology that 2Plan has developed means that Uniec Financial Solutions can provide a state-of-the-art service to clients.
Our relationship also means that we can offer our clients an unparalleled independent financial advice service. Access to such a resource has aided our expansion into the corporate market and allowed us to efficiently assist in the advice processes and implementation of Group Pension Schemes as well as other Employment Benefits.
Uniec Financial Solutions together with 2Plan Wealth Management can offer you financial advice that is impartial, independent and personal to you. Financial advice that is truly unique to you.