Claire Limon Appointed as MD of 2plan


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Claire Limon has been appointed as Managing Director of 2plan Wealth Management.  In her role as MD, Claire will be responsible for the leadership of 2plan, and will report to Stuart Dodson, Managing Director of The Openwork Partnership. The appointment is subject to regulatory approval.

Claire is currently Partnership Director and has been at Openwork since 2017. Prior to that she held senior roles at Countrywide and Bank of Scotland.  During her time at Openwork she has played an integral role in evolving the Partnership Development model to enrich face-to-face engagement whilst delivering greater support to the adviser network.

Launched in 2007, 2plan has become a leading wealth management firm in the UK, providing administration, technology, and regulatory support to financial advisers around the country. Moving forward the plan is for 2plan to work much closer with the Openwork Partnership to ensure advisers and customers are better served.

Claire will take over from Chris Smallwood who has announced his retirement from 2plan, she will work with Chris to ensure a smooth transition and will pick up the reins from April 2024.

Stuart Dodson, Managing Director of The Openwork Partnership, said: “I am delighted that Claire has accepted the role as MD of 2plan. She has been a key member of the leadership team at Openwork and she will be a great fit at 2plan as we enter our new strategic period.  We would like to thank Chris Smallwood for his dedication and unflinching leadership after 17 years at the helm, we wish him all the best for the future.“

Claire Limon, Partnership Director at The Openwork Partnership commented: “I am really excited to be joining a very successful business such as 2plan, a business that has gone from start-up status to one of the largest IFA firms in the UK.  Having been at the Openwork Partnership for over seven years, working alongside our members and the leadership team is a great example of how collaboration can add real value to our advisers, colleagues and ultimately our customers. “

Further changes at 2plan sees the appointment of Philip Howell as Executive Chair replacing Pete Davis who will remain on the board for continuity. Philip Howell will take up this position over the coming months, in addition to his role as Executive Chair at The Openwork Partnership. 

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