There are many advantages to being a smaller independent financial planning business. Firstly, we are able to provide financial plans built around you. It can be difficult for larger organisations to deliver a personal and bespoke service with constraining mandates on fees, investment and product selection, and in most cases targets for growth – we are independent and privately owned, which means we can focus on fostering long term relationships and deliver highly valued services.  

Being smaller could have its drawbacks however, which is why we have teamed up with the national financial adviser network ‘2Plan Wealth Management’.  Launched in July 2007, 2plan have continuously built on their strengths to become one of the leading wealth management firms in the UK. Their head office administration, technology and regulatory teams provide exceptional support to Orbit Financial Planning, enabling us to deliver the best possible service to our clients.

Our partnership with 2plan not only provides us with a cutting edge back-office system, but also provides our clients with a secure, yet easily accessible Client Access Portal.  This enables our clients to be able to monitor their plans, contact their adviser securely, view their documentation (such as valuations and advice reports) and view and update their personal and financial information from one simple log on. 

Further to this, the 2plan head office team are always on hand to deliver superb technical and compliance support, along with facilitating regular communication channels between a collaborative and active adviser community of likeminded professionals.