2plan wealth management Revenue and Competitors

Leeds, UK

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • 2plan wealth management's estimated annual revenue is currently $90M per year.(i)
  • 2plan wealth management's estimated revenue per employee is $262,500

Employee Data

  • 2plan wealth management has 343 Employees.(i)

2plan wealth management's People

NameTitleEmail/Phone
1
Founder Member IFA, Executive MemberReveal Email/Phone
2
CEOReveal Email/Phone
3
Head RegulationReveal Email/Phone
4
Head Business Growth and RecruitmentReveal Email/Phone
5
Head Platforms Products and InvestmentsReveal Email/Phone
6
Director at AMIA Wealth Management LtdReveal Email/Phone
7
Business monitoring officerReveal Email/Phone
8
Director a Financial Consultancy PracticeReveal Email/Phone
9
Finance DirectorReveal Email/Phone
10
Business Admin ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$456.9M15548%N/AN/A
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What Is 2plan wealth management?

2plan wealth management is a national advisory firm consisting of Financial Advisers and mortgage and protection specialists. \n\nSince the launch of 2plan wealth management in 2007, the company has continued to grow and now has over 200 professional advisers, supported by a Head Office team with extensive financial planning expertise.\n\nOur advisers are here to help you make good decisions about your money – providing clear information and guidance to help you achieve your financial goals.\n\nYour 2plan adviser can offer you all the benefits of a large organisation, such as the latest technology, greater financial strength, and the reassurance of a team of experts behind the scenes helping them to get things right first time. They can advise on investments, retirement planning, protection and mortgages to both private and business clients nationwide.\n\nFor a conversation about your financial plans, why not get in touch today?

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Total Funding

343

Number of Employees

$90M

Revenue (est)

N/A

Employee Growth %

N/A

Valuation

N/A

Accelerator

2plan wealth management News

2022-04-06 - Canada Nickel Announces Closing of $51.6 Million Bought Deal Public Offering

He has held a number of senior management roles with Quadra Mining, Inco, ... tax, and financial reporting and public disclosure.

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$91.1M3473%N/A
#2
$92.7M3535%N/A
#3
$71.4M35510%N/A
#4
$72M3607%N/A
#5
$137.6M36111%N/A