2plan Wealth Management Ltd -IFA
2W
Financial Advisors
2plan Wealth Management Ltd -IFA
28 Eley Dr, Brighton BN2 7FH
# 2plan Wealth Management Ltd - Business Description
2plan Wealth Management Ltd, based in Brighton, is an independent financial advisory firm led by Samantha Thomsett. As an IFA (Independent Financial Adviser), the firm provides comprehensive financial guidance across the entire marketplace without ties to any specific bank or insurance company.
The business serves individuals throughout their financial lifecycle, from first-time mortgage buyers to retirees, offering personalised advice tailored to each client's unique circumstances and goals. Their client base benefits from a consultative approach that prioritises understanding what matters most to you before making recommendations.
What distinguishes 2plan is their genuine independence combined with the infrastructure of a national firm. This dual advantage means clients receive unbiased product recommendations alongside access to advanced technology, financial stability, and expert support. Samantha holds a Statement of Professional Standing (SPS Certificate), demonstrating FCA authorisation, current qualifications exceeding regulatory standards, and completion of 35+ hours annual professional development.
The firm operates a transparent four-step process: initial consultation with goal-setting and fact-finding; comprehensive advice including research and suitability reports; implementation support through application and documentation; and ongoing service with annual reviews. Beyond direct advisory services, clients gain access to a trusted network of accountants, solicitors, and estate agents, adding significant value to the wealth management relationship.
Their philosophy centres on the principle that financial success isn't merely about earning—it's about retention, optimisation, and intergenerational wealth preservation.
2plan Wealth Management Ltd, based in Brighton, is an independent financial advisory firm led by Samantha Thomsett. As an IFA (Independent Financial Adviser), the firm provides comprehensive financial guidance across the entire marketplace without ties to any specific bank or insurance company.
The business serves individuals throughout their financial lifecycle, from first-time mortgage buyers to retirees, offering personalised advice tailored to each client's unique circumstances and goals. Their client base benefits from a consultative approach that prioritises understanding what matters most to you before making recommendations.
What distinguishes 2plan is their genuine independence combined with the infrastructure of a national firm. This dual advantage means clients receive unbiased product recommendations alongside access to advanced technology, financial stability, and expert support. Samantha holds a Statement of Professional Standing (SPS Certificate), demonstrating FCA authorisation, current qualifications exceeding regulatory standards, and completion of 35+ hours annual professional development.
The firm operates a transparent four-step process: initial consultation with goal-setting and fact-finding; comprehensive advice including research and suitability reports; implementation support through application and documentation; and ongoing service with annual reviews. Beyond direct advisory services, clients gain access to a trusted network of accountants, solicitors, and estate agents, adding significant value to the wealth management relationship.
Their philosophy centres on the principle that financial success isn't merely about earning—it's about retention, optimisation, and intergenerational wealth preservation.
Services offered
Mortgage adviceInvestment planningFinancial protection and insuranceRetirement planningWealth managementOngoing financial reviewsEstate planning coordinationTax-efficient investment strategy