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Company profile

2 Plan Wealth Management Limited

Adriana Lokman

Its not how much money you make but how much money you keep, how hard it works for you, and how many generations you keep it for Robert Kiyosaki on why people benefit from professional financial advice.This is what I aim to do, to help you make good decisions about your money providing clear information to help you achieve your financial goals.I am part of 2plan wealth management which is a national advisory firm consisting of Financial Advisers and mortgage and protection specialists.Being independent is part of what makes me different. Its the reason I am free to advise you about products from the entire financial marketplace. I dont act on behalf of any bank or insurance company. So my recommendations are solely about whats right for you.Working with 2plan also allows me to offer you all the benefits of a bigger organisation, such as the latest technology, greater financial strength, and the reassurance of a team of experts helping me to get things right first time. For a conversation about your financial plans, why not get in touch today?

CRN
05998270
Founded
2006
Age
19

Overview

Legal name
2 PLAN WEALTH MANAGEMENT LIMITED
Region
Yorkshire and the Humber
Registered address
3RD FLOOR BRIDGEWATER PLACE
WATER LANE
LEEDS
WEST YORKSHIRE
LS11 5BZ
Insolvency history
No

Company events

Reference milestones and recent Companies House filing stream events.

6 events
28 Nov
2026

Confirmation statement due

Confirmation Due

Next confirmation statement due date

30 Sep
2026

Accounts due

Accounts Due

Next accounts due date

14 Nov
2025

Confirmation statement filed

Confirmation

Last confirmation statement made up date

31 Dec
2024

Accounts filed

Accounts

Last accounts made up date

15 Nov
2024

Confirmation Statement With No Updates

Confirmation-statement

CS01 | Transaction MzQ0MzU5MTQ0NWFkaXF6a2N4

Published 15 Nov 2024 04:39

14 Nov
2006

Incorporated

Inception

Company registered at Companies House