2 Plan Wealth Management Limited

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2 Plan Wealth Management Limited

05998270Private Limited With Share Capital

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

14/11/2006

Company Age

19 years

Directors

7

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 - 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
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

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 Date30/09/2026
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

Contact

01133021360
chrisrohman.2plan.com
3Rd Floor Bridgewater Place, Water Lane, Leeds, LS115BZ