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40-strong adviser firm joins 2plan Wealth Management

Forty-strong adviser firm Source Financial Limited is to join national IFA 2plan Wealth Management.

The deal, 2plan’s first deal since its launch, brings its total number of IFAs to over 150.

The Source Financial business model is split 74 per cent investment, 20 per cent pensions with the remainder being split between protection and mortgage business.

2plan Wealth Management chief executive officer Chris Smallwood says: “We are very impressed with the professionalism and commitment which Source has shown both to its advisers and clients and with its enviable track record of success and profitable business growth, this announcement represents a very attractive and important step in our future expansion plans.”

Source Financial managing director Peter Trotman says the move comes after a number of negotiations with several adviser firms. He says: “2plan is one of the most progressive and exciting firms in the market place. This is a great opportunity for all of us at Source and we are delighted that 2plan has recognised us as an attractive partner, with all the right skills and people to share in their continued success.”


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