2 Plan Wealth Management Limited
2 Plan Wealth Management Limited is an active company incorporated on 14 November 2006 with the registered office located in Leeds, West Yorkshire. 2 Plan Wealth Management Limited was registered 18 years ago.
Status
Active
Active since incorporation
Company No
05998270
Private limited company
Age
18 years
Incorporated 14 November 2006
Size
Medium
Balance sheet is under £27M
Under 250 employees
Confirmation
Due Soon
Dated 14 November 2024 (11 months ago)
Next confirmation dated 14 November 2025
Due by 28 November 2025 (28 days remaining)
Last change occurred 8 years ago
Accounts
Submitted
For period 1 Jan ⟶ 31 Dec 2024 (1 year)
Accounts type is Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (11 months remaining)
Shareholders, PSCs & Group Structure
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Mutual Companies
Mr Nicolas Keith Hewitt, Peter Davis, and 5 more are mutual people.
Active
Mr Nicolas Keith Hewitt, Peter Davis, and 5 more are mutual people.
Active
Stuart John Dodson and Mr Philip Luard Howell are mutual people.
Active
Stuart John Dodson and Karen Juliet Morris are mutual people.
Active
Stuart John Dodson and Quayseco Limited are mutual people.
Active
Quayseco Limited is a mutual person.
Active
Brands
2plan Wealth Management is a wealth management firm in the UK, providing financial advice and services.
Prosperity Financial Planning is an independent financial advisory service that provides financial advice tailored to individual needs.
2plan wealth management Ltd is a financial advisory firm that provides wealth management services.
Corcillium Wealth Management is an independent financial advisory firm that offers financial planning services.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Dec 2024
For period 31 Dec ⟶ 31 Dec 2024
Traded for 12 months
Cash in Bank
£10.35M
Increased by £3.67M (+55%)
Turnover
£88.68M
Increased by £36.53M (+70%)
Employees
84
Increased by 84 (%)
Total Assets
£24.02M
Increased by £5.86M (+32%)
Total Liabilities
-£13.47M
Increased by £3.84M (+40%)
Net Assets
£10.56M
Increased by £2.02M (+24%)
Debt Ratio (%)
56%
Increased by 3.04% (+6%)
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Repayment History
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