Next Steps For Boosting Your Business

Who is 2plan for?

Our aim is to be one of the most highly regarded brands in the industry. For this reason we're looking to attract the best IFAs. People who have a track record in wealth management and have developed or wish to develop a sustainable business model.

Why should I consider joining 2plan?

As an established IFA with a strong client base you will need to be convinced of the benefits of joining a new partner. There are a number of reason why moving to 2plan could boost your business and benefit your clients.

2plan provides outstanding benefits to its members and their clients.

Our members tell us that since joining 2plan they have 50% more time on average to spend with existing and new clients. This is because we provide extensive support including:

• An integrated, dynamic Fact Find.
• Model Portfolio Builder. This tool can save you hours of research time. It negates the need for providing Evidence of Research.
• Our Financial Para-Planning team support you in working with your more complicated clients and cases. Our team researches and writes suitability reports. As 2plan take responsibility for the advice you can have peace of mind - knowing your clients have been given the very best advice.

If you take advantage of everything 2plan has to offer your business, you're likely to be financially more secure.This is because:

• We provide the latest technology services available so you can provide enhanced services to your clients through a fully integrated back office system.
• At 2plan we have an agreement to pay renewals in perpetuity to our members, or allow them to novate away.

• No fixed monthly fees. You just pay a simple retention.

What can 2Plan Offer?

2plan has a realistic long term strategy to create a sustainable business with a supportive management infrastructure - ensuring the continued success of the company into the future.

We designed our offering from scratch based on understanding what IFAs like you want today. This is particularly important given the current turbulence in the world economy. We believe our systems will add value to your business, helping you differentiate your advice proposition. We can help you to build an effective and efficient service that will be of value to your clients now and into the future.

The future is bright!

I believe we have a genuinely golden opportunity right now. Together we can weather the current difficulties. We can create the situation where the rewards go to the fully rounded professional IFA. The IFA who embraces CAR and has the experience of looking after consumer needs. The IFA who's done the years of training, acquired the assurance of demanding qualifications and gained the respect of other professionals.

If this strikes a chord with you please call me on 02076816541 to discuss how joining 2plan could benefit your business.

"Now is the time for the IFA."

About 2plan

2plan Ltd is a national, independent, whole of market, firm of financial advisers (IFAs) and is authorised and regulated by the Financial Services Authority. 2plan provides structure and complete compliance and technology services to self-employed financial advisers across the UK, supported by one of the UK's largest insurance companies, Standard Life. The IFAs are equipped with the latest technology services available in order for them to provide enhanced services to their clients, build professional business relationships and ensure we always treat our customers fairly.