Chris Smallwood

2plan CEO in court over 'broken promises' to IFA

IFAonline | 21 Jun 2011 | 08:00

Chris Smallwood, CEO of 2plan Wealth Management, was forced to defend himself against allegations of fraudulent misrepresentation in a Leeds court yesterday.

smallwood-chris-2plan
p1-pic

Openwork acquires 2plan Wealth Management

Openwork has acquired 2plan Wealth Management for an undisclosed sum as the multi-tie network moves to develop a stronger proposition to whole of market advisers.

IFAonline | 15 Sep 2010 | 10:30
smallwood-chris-2plan

2plan edges closer to profit as turnover soars 63%

National IFA 2plan says better than anticipated growth in turnover for the first half of the year means it is on track to hit profitability earlier than expected.

IFAonline | 09 Aug 2010 | 10:15

Other Chris Smallwood articles

chris-smallwood-150x113-jpg

2plan edges closer to profit as turnover soars 55%

2plan Wealth Management's revenue rose 55% in Q1, due to strong take-up of the company's premium fee-based ongoing service agreements.

IFAonline | 14 May 2010 | 10:00
smallwood-chris-2plan

2plan unveils Horizon client portal

National IFA 2plan Wealth Management has launched an online client portal enabling its advisers’ fee-based clients 24/7 access to their portfolio and valuation information.

IFAonline | 22 Mar 2010 | 07:47
smallwood-chris-2plan

2plan in 'radical' client agreement re-think

National IFA 2plan Wealth Management is set to hand its 200 advisers what it calls a “radical” alternative to its standard client service agreements.

IFAonline | 15 Mar 2010 | 10:00
chris-smallwood-150x113-jpg

2plan to launch member share scheme

National IFA 2plan Wealth Management is launching a company share scheme with members qualifying for holdings based on their production levels.

IFAonline | 05 Feb 2010 | 10:45
chris-smallwood-150x113-jpg

Smallwood's Shout: Is Solvency II worth it?

Despite an increasingly busy fourth quarter for many in the industry, it is unlikely to have escaped too many people’s notice that the possible impact of the “Solvency II” directive on annuities is already attracting a lot of negative and nervous attention.

IFAonline | 05 Nov 2009 | 07:00
chris-smallwood-150x113-jpg

Smallwood's Shout: Please mind the gap

Regardless of the many news articles now claiming there is light at the end of the recessionary tunnel, many businesses are still suffering with the dual burden of increasing debt and rising overheads.

IFAonline | 02 Oct 2009 | 16:22
chris-smallwood-150x113-jpg

Employee rights legislation may have scuppered Park Row/2plan deal

Talks over the transfer of 240 Park Row advisers to 2plan Wealth Management may have fallen through as a result of legislation introduced three years ago to preserve employees' terms and conditions when switching employer.

IFAonline | 02 Oct 2009 | 16:10
chris-smallwood-150x113-jpg

2plan continues expansion with Midlands office

National IFA 2plan Wealth Management is set to open a Midlands office manned with nine new recruits as the firm continues its UK expansion plans.

IFAonline | 13 Aug 2009 | 16:00
chris-smallwood-150x113-jpg

Smallwood's Shout: Pension transfer trouble

With news that one in five complaints received by the Pensions Ombudsman are attributed to pension transfers and that this number has doubled since 2007-08, it means that yet again the issues surrounding what constitutes sensible pension advice have come to the fore. And, for many investors already caught up in company schemes with large deficits, the question of whether to stay put or look at transferring out is a very emotive one.

IFAonline | 05 Aug 2009 | 10:45
chris-smallwood-150x113-jpg

2Plan two years from profit

National IFA 2Plan Wealth Management says shareholders may have to wait two years until the firm is profitable, despite reporting a 1000% increase in turnover in 2008.

IFAonline | 07 Jul 2009 | 16:10

Viewpoints

In Focus

Latest jobs

Coffee Lounge