Our Services

We provide tailored paraplanning support exclusively for 2plan advisers, offering regular assistance that enhances your advice process. Our expert team takes care of the tasks you don’t need to handle yourself, giving you on-demand expertise while ensuring everything is fully aligned with 2plan’s standards.

New Pension

Pension Switching

Drawdown Switching

New Drawdown Case

IHT PLanning

DIM Preapproval

Whole of Market REsearch

New Business Illustrations

Equity Release

ISA Transfers

NEw Investments

Annual REview

Fund Switching

CAshflow Modelling

Annuity Quotes

Ceding Scheme REviews

Our services are flexible, and the list above is not exhaustive. If you need any additional support, let us know, and we’ll do our best to accommodate your request.