Opto Financial Solutions

Regulation

 

For the purpose of transacting financial services related business (including advice on pensions and investments), Opto Financial Solutions is a trading name of 2plan wealth management Ltd.  2plan wealth managment is a national advisory firm consisting of financial advisers and mortgage & protection specialists.  Working with 2plan allows me to offer all the benefits of a bigger organisation, such as the latest technology, greater financial strangth and the reassurance of a team of experts helping me to get things right first time.  Our permitted business is advising on and arranging pensions, protection, investment and on non investment contracts and mortgages.  All financial services business carried out by an Opto Financial Solutions consultant will be processed through 2plan and all fees & commission for regulated business will be payable to them

2plan wealth management is authorised and regulated by the Financial Conduct Authority (FCA) under reference 461598.

 

 

 If you wish to register a complaint, please write to 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ or telephone 0113 302 1369.  You may also be able to refer your complaint to the Financial Ombudsman Service.  Their contact details are: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR.  Tel. 0800 023 4567. www.financia-ombudsman.org.uk 

 

 

 

 

 

 

 

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.