2 PLAN WEALTH MANAGEMENT LIMITED

Company number 05998270 ·

Active

Executive summary

2 PLAN WEALTH MANAGEMENT LIMITED exhibits excellent financial health, underpinned by a robust £12.3 million share capital and flawless regulatory compliance. While the company's structural vitality is undeniable, its prognosis is intrinsically tied to the health of its parent organization, 2 Plan Group Limited, which holds controlling interest. Continued vigilance regarding group-level financial stability and sector-specific market risks will be essential to maintaining this positive trajectory.

Read the full AI analysis →

Overview

Company type
Private Limited Company
Incorporated
2006-11-14
Registered office
3rd Floor Bridgewater Place, Water Lane, Leeds, West Yorkshire, LS11 5BZ
Postcode
LS11 5BZ
Capital
12,357,930 GBP
Accounts category
Full
Charges
0 outstanding

Accounts

Last made up to
2024-12-31
Next due by
2026-09-30
Financial year end
31 December

Confirmation statement

Last statement dated
2025-11-14
Next due by
2026-11-28
View filing history →

Nature of business (SIC)

  • 64999 Financial intermediation not elsewhere classified

Officers 6 current · 17 resigned

Erica MANDRYKO Secretary
Appointed 2026-04-11
Appointed 2025-11-18
Appointed 2025-10-03
Claire Ann LIMON Director
Appointed 2024-02-14
Appointed 2024-02-14

View all officers and resignations →

Group structure 1 subsidiary

Controlled by 2 PLAN GROUP LIMITED — since 2016-04-06

From persons-with-significant-control filings on the public register.

Modern slavery statement

Registered a modern slavery statement for 2025 (period to 2024-12-31) as part of the OPENWORK HOLDINGS LIMITED group statement — 5 years on the registry.

Read the statement summary on the government modern slavery statement registry. Contains public sector information licensed under the Open Government Licence v3.0.

Data protection registration

Registered with the ICO as a data protection fee payer — Z9770624 (Tier 2), registered since 2007.

Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.

Contact details

Website
http://www.2planwealthmanagement.co.uk

Previous company names

NameDate changed
2 PLAN LIMITED2011-10-10
ADMINISTRATIVE THOUGHT TRADING COMPANY LIMITED2007-01-02

Previous registered addresses 2

AddressChanged on
SUITE 217 WEST ONE, 114 WELLINGTON STREET, LEEDS, WEST YORKSHIRE LS1 1BA2007-09-27
PROTECTION HOUSE, 16-17 EAST, PARADE, LEEDS, WEST YORKSHIRE, LS1 2BR2007-02-06

Among its peers

Among the oldest 25%

of 421 similar companies in LS, trading since 2006

The class of 2006

32%

of the 1,679 companies in this sector incorporated in 2006 are still active today; 65% have since been dissolved.

A fact about the year, not a forecast for this company.

Survival rates for every incorporation year →

This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.