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“The Plan is Primary, The Investment is Secondary”

2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk) under reference 461598.

The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit: http://www.financial-ombudsman.org.uk/contact/index.html

The information contained with this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270

best execution policy

client classification

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your guide to making a complaint

MGD’s Personal Client Agreement

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