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Nick is responsible for the finance and legal functions with the company and has been with 2plan since its inception in 2006. Nick oversees adviser fee payments, finance and statutory reporting, legal and human resources.
Paul joined 2plan in 2008 and today is responsible for quality assurance, policies and procedures, and risk management. Having worked in financial services since 1996, he also manages the 2plan Training and Competence Framework and he monitors advice outcomes to ensure quality standards and compliance.
Jonathan joined 2plan in 2007, having worked in various IT-related roles within Financial Services for over 30 years. He is responsible for eCommerce relationships with other industry organisations, and developing and supporting the systems supporting the infrastructure and reporting within the company.
One Financial Solutions Ltd is an Appointed Representative of 2plan wealth management Ltd. It is authorised and regulated by the Financial Conduct Authority and entered on the Financial Services Register (www.fca.org.uk) under reference 607130. Registered address: Dorset House, Regent Park, Kingston Road, Leatherhead, Surrey, KT22 7PL.