2 Plan Wealth Management Limited

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Large Enterprise

2 Plan Wealth Management Limited

05998270•Private Limited With Share Capital

3Rd Floor Bridgewater Place, Water Lane, Leeds, LS115BZ
Incorporated

14/11/2006

Company Age

19 years

Directors

7

Employees

97

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 - financial intermediation not elsewhere classified.

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
Large Enterprise
Incorporated 14/11/2006
LS115BZ
97 employees

Financial Overview

Total Assets

£28.60M

Liabilities

£13.24M

Net Assets

£15.36M

Turnover

£110.93M

Cash

£4.87M

Key Metrics

97

Employees

7

Directors

1

Shareholders

Board of Directors

5

Charges

2

Registered

1

Outstanding

0

Part Satisfied

1

Satisfied

Risk Assessment

very low risk

International Score

Future Factor

excellent

Performance Rating

Accounts

Typefull accounts
Due Date30/09/2027
Filing Date10/09/2026
Latest Accounts31/12/2025

Trading Addresses

3Rd Bridgewater Place, Water Lane, Leeds, West Yorkshire, LS115BZRegistered
Unit 3, Whitfield Business Park, Manse Lane, Knaresborough, North Yorkshire, HG58BS

Contact

3Rd Floor Bridgewater Place, Water Lane, Leeds, LS115BZ