2 PLAN WEALTH MANAGEMENT LIMITED

• ◆

  3 officer resignations in last 12 months

  Multiple officers have left the board recently — see the People section for who.

1. 2 PLAN WEALTH MANAGEMENT LIMITED 2011-10-10 → present
2. 2 PLAN LIMITED 2007-01-02 → 2011-10-10
3. ADMINISTRATIVE THOUGHT TRADING COMPANY LIMITED 2006-11-14 → 2007-01-02

Accounting basis

IFRS

Reporting scope

Standalone (parent only)

Auditor

PricewaterhouseCoopers LLP

Audit opinion

Unqualified (clean)

Going concern

Affirmed

“The Directors continue to monitor the impact of ongoing conflicts, market uncertainty and the inflationary impact on the business performance. The Company has undertaken an assessment, reviewing liquidity and capital requirements, to satisfy themselves that there is a reasonable expectation that the company has access to adequate resources to continue in operational existence for the foreseeable future. Despite these uncertain impacts on the macroeconomic environment, under all scenarios modelled, the Company is not dependent upon the group for any financial support due to the capital retained within the business and is assessed as having the ability to meet its obligations as they fall due over a period of at least 12 months from the date of signing these financial statements. Accordingly, they continue to adopt the going concern basis in preparing the directors' report and financial statements.”

Significant events

• “Following the retirement in April 2024 of Chris Smallwood as CEO, the Company welcomed Claire Limon as Managing Director and commenced an organisation wide restructure to build further resilience within the business to provide the necessary support given the rapid growth.”
• “The Company, voluntarily, slowed recruitment of new Appointed Representatives in Q4 of 2024.”
• “On 27 May 2025, the Openwork Partnership LLP announced the completion of the transaction under which Bain Capital has taken a minority shareholding in Openwork Holdings Limited (a parent company of the Company).”

Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers

Filings

12

last 12 months

Capital events

0

last 24 months

Officers appointed

3

last 12 months

Officers resigned

3

last 12 months

Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.