Opto Financial Solutions

Meet our people


jonathan whyte
katie parker
jane lancey

Jonathan Whyte

Employee Benefits

Katie Parker

Wealth Management

Jane Lancey

Consultant Support (employee Benefits)






Opto Financial Solutions is a trading name of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority.  It is entered on the FCA register (www.fca.org.uk) under reference 461598.  Registered address: Bridgewater Place, Water Lane, Leeds LS11 5BZ.  Registered in England number: 05998270. VAT Registered: 107831677. This site is for UK consumer only.