What to expect as an Adviser

We take time to get to know you early on, including your career and personal aspirations.

We are appointed representatives of 2Plan wealth management

We will help bring all new advisers fully up to speed with the way of 2plan to ensure a smooth transition where you can hit the ground running.

What to Expect as an Adviser at Patrick Wayne Wealth

We understand the importance of continuous growth and development for financial advisors. When you join our team, you can expect a robust support system designed to help you thrive in your career. Our commitment to your success is reflected in our comprehensive mentorship programs and personalized one-on-one support.tion text goes here
Our mentorship program pairs you with experienced senior advisors who will guide you through the complexities of financial planning, investments, and client relationship management. You'll benefit from their insights, experience, and proven strategies, helping you to refine your skills and broaden your knowledge.scription text goes here
We believe in the power of personalized support. Each advisor receives dedicated one-on-one sessions with our leadership team. These sessions are tailored to address your specific needs, whether it’s navigating challenging client situations, developing advanced financial strategies, or achieving your personal career goals.
Join a community of like-minded professionals who are passionate about financial planning and dedicated to excellence. Our collaborative environment encourages the sharing of ideas and best practices, fostering a culture of mutual support and professional growth.

Bespoke in-house technology

2plan technology is built for us, it’s a second-to-none system that delivers direct benefit both us and our clients.

Professional marketing support

We produce a range of high quality printed and digital marketing materials for you to use to present your business and services in a professional and consistent manner

Central administration and paraplanning

2Plan have an expert team at their head office in Leeds who are some of the most experienced and knowledgeable in the country. They with our support will take good care of you