2 Plan Wealth Management Limited
Company Profile
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Medium2 Plan Wealth Management Limited
05998270•Private Limited With Share Capital
3Rd Floor Bridgewater Place, Water Lane, Leeds, LS115BZ
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Incorporated
14/11/2006
Company Age
19 years
Directors
6
Employees
84
SIC Code
64999
Risk
very low risk
Company Overview
Registration, classification & business activity
2 Plan Wealth Management Limited (05998270) is a private limited with share capital incorporated on 14/11/2006 (19 years old) and registered in leeds, LS115BZ. The company operates under SIC code 64999 and is classified as Medium.
2plan wealth management is a national advisory firm consisting of financial advisers and mortgage and protection specialists. since 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 extens...
Private Limited With Share Capital
SIC: 64999
Medium
Incorporated 14/11/2006
LS115BZ
84 employees
Financial Overview
Total Assets
£24.02M
Liabilities
£13.47M
Net Assets
£10.55M
Turnover
£88.68M
Cash
£10.35M
Key Metrics
84
Employees
6
Directors
1
Shareholders
Board of Directors
5
Name
Position
director
director
director
director
director
Charges
2
Registered
1
Outstanding
0
Part Satisfied
1
Satisfied
Filed Documents
100
Document Name
Category
Date
Change Sail Address Company With Old Address New Address
Category:Address
Date:15-04-2026
Appoint Person Secretary Company With Name Date
Category:Officers
Date:13-04-2026
Termination Secretary Company With Name Termination Date
Category:Officers
Date:13-04-2026
Termination Director Company With Name Termination Date
Category:Officers
Date:05-01-2026
Termination Director Company With Name Termination Date
Category:Officers
Date:01-12-2025
Appoint Person Director Company With Name Date
Category:Officers
Date:19-11-2025
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:14-11-2025
Appoint Person Director Company With Name Date
Category:Officers
Date:06-10-2025
Accounts With Accounts Type Full
Category:Accounts
Date:16-07-2025
Memorandum Articles
Category:Incorporation
Date:11-06-2025
Resolution
Category:Resolution
Date:11-06-2025
Mortgage Create With Deed With Charge Number Charge Creation Date
Category:Mortgage
Date:22-05-2025
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:15-11-2024
Accounts With Accounts Type Full
Category:Accounts
Date:25-06-2024
Termination Director Company With Name Termination Date
Category:Officers
Date:03-04-2024
Appoint Person Director Company With Name Date
Category:Officers
Date:26-02-2024
Appoint Person Director Company With Name Date
Category:Officers
Date:26-02-2024
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:20-11-2023
Accounts With Accounts Type Full
Category:Accounts
Date:30-06-2023
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:17-11-2022
Appoint Person Director Company With Name Date
Category:Officers
Date:07-10-2022
Accounts With Accounts Type Full
Category:Accounts
Date:19-07-2022
Termination Director Company With Name Termination Date
Category:Officers
Date:28-03-2022
Appoint Person Director Company With Name Date
Category:Officers
Date:18-02-2022
Termination Director Company With Name Termination Date
Category:Officers
Date:18-02-2022
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:17-11-2021
Accounts With Accounts Type Full
Category:Accounts
Date:29-09-2021
Accounts With Accounts Type Full
Category:Accounts
Date:12-01-2021
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:26-11-2020
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:22-11-2019
Termination Director Company With Name Termination Date
Category:Officers
Date:15-11-2019
Accounts With Accounts Type Full
Category:Accounts
Date:10-10-2019
Appoint Person Director Company With Name Date
Category:Officers
Date:07-08-2019
Appoint Person Director Company With Name Date
Category:Officers
Date:07-08-2019
Change Person Director Company With Change Date
Category:Officers
Date:16-07-2019
Appoint Person Director Company With Name Date
Category:Officers
Date:10-06-2019
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:21-11-2018
Termination Director Company With Name Termination Date
Category:Officers
Date:25-10-2018
Accounts With Accounts Type Full
Category:Accounts
Date:10-09-2018
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:16-11-2017
Accounts With Accounts Type Full
Category:Accounts
Date:30-08-2017
Confirmation Statement With Updates
Category:Confirmation Statement
Date:25-11-2016
Accounts With Accounts Type Full
Category:Accounts
Date:01-10-2016
Miscellaneous
Category:Miscellaneous
Date:23-05-2016
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:08-12-2015
Accounts With Accounts Type Full
Category:Accounts
Date:09-10-2015
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:19-11-2014
Accounts With Accounts Type Full
Category:Accounts
Date:07-10-2014
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:11-12-2013
Capital Allotment Shares
Category:Capital
Date:10-12-2013
Accounts With Accounts Type Full
Category:Accounts
Date:30-09-2013
Change Person Director Company With Change Date
Category:Officers
Date:24-07-2013
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:23-11-2012
Capital Allotment Shares
Category:Capital
Date:22-11-2012
Termination Director Company With Name
Category:Officers
Date:11-10-2012
Accounts With Accounts Type Full
Category:Accounts
Date:04-10-2012
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:22-11-2011
Capital Allotment Shares
Category:Capital
Date:21-11-2011
Certificate Change Of Name Company
Category:Change Of Name
Date:10-10-2011
Accounts With Accounts Type Full
Category:Accounts
Date:05-10-2011
Resolution
Category:Resolution
Date:05-10-2011
Change Of Name Notice
Category:Change Of Name
Date:05-10-2011
Legacy
Category:Mortgage
Date:08-08-2011
Move Registers To Sail Company
Category:Address
Date:03-08-2011
Move Registers To Sail Company
Category:Address
Date:03-08-2011
Change Sail Address Company
Category:Address
Date:03-08-2011
Appoint Corporate Secretary Company With Name
Category:Officers
Date:01-08-2011
Termination Director Company With Name
Category:Officers
Date:01-08-2011
Termination Secretary Company With Name
Category:Officers
Date:01-08-2011
Capital Allotment Shares
Category:Capital
Date:21-07-2011
Capital Allotment Shares
Category:Capital
Date:28-06-2011
Appoint Person Director Company With Name
Category:Officers
Date:07-02-2011
Termination Director Company With Name
Category:Officers
Date:04-02-2011
Capital Allotment Shares
Category:Capital
Date:18-01-2011
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:19-11-2010
Change Person Director Company With Change Date
Category:Officers
Date:19-11-2010
Change Person Director Company With Change Date
Category:Officers
Date:18-11-2010
Change Person Director Company With Change Date
Category:Officers
Date:18-11-2010
Capital Allotment Shares
Category:Capital
Date:17-11-2010
Accounts With Accounts Type Full
Category:Accounts
Date:08-10-2010
Legacy
Category:Mortgage
Date:16-07-2010
Capital Allotment Shares
Category:Capital
Date:01-07-2010
Change Person Director Company With Change Date
Category:Officers
Date:18-06-2010
Termination Director Company With Name
Category:Officers
Date:07-04-2010
Capital Allotment Shares
Category:Capital
Date:12-03-2010
Capital Allotment Shares
Category:Capital
Date:15-02-2010
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:19-11-2009
Change Person Director Company With Change Date
Category:Officers
Date:19-11-2009
Change Person Director Company With Change Date
Category:Officers
Date:19-11-2009
Change Person Director Company With Change Date
Category:Officers
Date:19-11-2009
Change Person Director Company With Change Date
Category:Officers
Date:19-11-2009
Change Person Director Company With Change Date
Category:Officers
Date:19-11-2009
Capital Allotment Shares
Category:Capital
Date:19-11-2009
Legacy
Category:Capital
Date:02-09-2009
Accounts With Accounts Type Full
Category:Accounts
Date:25-08-2009
Legacy
Category:Capital
Date:14-07-2009
Legacy
Category:Capital
Date:12-05-2009
Legacy
Category:Officers
Date:26-03-2009
Legacy
Category:Capital
Date:19-03-2009
Legacy
Category:Capital
Date:21-01-2009
Risk Assessment
very low risk
International Score
Future Factor
excellent
Performance Rating
Accounts
Typefull accounts
Due Date30/09/2026
Filing Date11/07/2025
Latest Accounts31/12/2024
Trading Addresses
3Rd Bridgewater Place, Water Lane, Leeds, West Yorkshire, LS115BZRegistered
Unit 3, Whitfield Business Park, Manse Lane, Knaresborough, North Yorkshire, HG58BS
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