2 PLAN WEALTH MANAGEMENT LIMITED

1. Company facts

Status

active

Lifecycle

🌳 Mature — Long-running with flat or slow growth. Steady cash, limited upside.

Jurisdiction

england-wales

Registered office

3rd Floor Bridgewater Place, Water Lane, Leeds, LS11 5BZ

SIC codes

64999 — Financial intermediation not elsewhere classified

Accounts next due

2026-09-30

Confirmation statement next due

2026-11-28

2. Directors (5 active)

BOSTON, Carol Anne

director · appointed 2025-11-18 · born 12/1961 (age 65)

HEWITT, Nicolas Keith

director · appointed 2006-11-27 · born 6/1970 (age 56)

HOWELL, Philip Luard

director · appointed 2024-02-14 · born 11/1955 (age 71)

LIMON, Claire Ann

director · appointed 2024-02-14 · born 1/1968 (age 58)

MORRIS, Karen Juliet

director · appointed 2025-10-03 · born 7/1970 (age 56)

3. Shareholders (1 active)

2 Plan Group Limited

75-100% shares · 75-100% voting · board control

4. Group structure

2 Plan Group Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

2 Plan Group Limited

Corporate parent · 75-100%

5. Security

2 total charges (1 outstanding, 1 satisfied).

Headline verdict

Opportunity score

80/100 (Exceptional)

Owner dependency

high — 65/100

Red flags

0 high · 1 medium · 0 low