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      2plan wealth management

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      2plan wealth management Reviews

      4.2

      68% would recommend to a friend

      (5 total reviews)

      100% positive business outlook

      Ratings by category

      4.3

      Culture and values

      4.3

      Compensation and benefits

      3.9

      Diversity and inclusion

      3.5

      Work/Life balance

      3.5

      Senior management

      3.5

      Career opportunities

      Reviews by job title

      5 reviews
      4.0
      23 Jan 2026

      Great Network

      Ifa
      Recommend
      CEO approval
      Business outlook

      Pros

      Support, Financial Strength, Provider Terms

      Cons

      Software could be improved and more intuitive.

      5.0
      9 June 2025

      2plan

      Adviser engagement consultant
      Recommend
      CEO approval
      Business outlook

      Pros

      Forward thinking. Love working at 2plan. Part of the larger Openwork Group.

      Cons

      None I can think of.

      5.0
      23 Sept 2024

      Great place to work

      Trainee paraplanner
      Recommend
      CEO approval
      Business outlook

      Pros

      Very flexible and relaxed with dress code and with working hours. Really friendly helpful people around that have been there a long time. Training is considered and one on one

      Cons

      Moved from one day a week to two days a week in the office after hiring lots of people that lived far away. Quite flat structured, not a huge room for progression although that does look likely to change soon

      Viewing 1 - 3 of 5 Reviews
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      Reviews2plan wealth management reviews

      Glassdoor has 6 2plan wealth management reviews submitted anonymously by 2plan wealth management employees. Read employee reviews and ratings on Glassdoor to decide if 2plan wealth management is right for you.