Whistleblowing Policy
We are committed to ensuring that unlawful conduct, fraud, misconduct, or wrongdoing is reported and properly dealt with.
We are committed to conducting our business with honesty and integrity, and we expect everyone within 2plan wealth management Ltd to maintain high standards and act in accordance with our values and code of conduct and the FCA’s Code of Conduct.
We encourage and facilitate individuals to report suspected wrongdoing as soon as possible, in the knowledge that their concerns will be taken seriously and investigated as appropriate, and that their confidentiality will be respected.
You may raise your concerns in several ways:
Contact the 2plan Money Laundering Reporting Officer on 0113 543 1328.
Call the whistleblow hotline on 0808-189-1053.
The whistleblow hotline is an independent hotline managed by Convercent by OneTrust, who will pass your concerns on to the MLRO.
You can also raise your concerns using the Convercent by Onetrust reporting tool, which can be found here.
Email [email protected] You might like to create an anonymised email address with which to communicate with us.
Any concerns raised will be treated in the strictest confidence, and your identity will not be disclosed without your prior consent.
"Seven Medical" is a trading style of Seven Stars Private Wealth Limited which is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Seven Stars Private Wealth Limited is entered on the FCA register (www.FCA.org.uk) under no. 1004978. Registered office: Kensington House, Bishop Auckland, DL14 6HX. Telephone number 01388 605785. Registered in England and Wales Number: 09788039. Please note that Seven Medical provides unregulated pension guidance and financial coaching for members of the NHS pension scheme and operates outside of the remit of the FCA. 2Plan wealth management Ltd is a wholly owned subsidiary of 2plan Group Ltd. 2Plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered onto the FCA register (www.fca.org.uk) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales Number: 05998270. © Copyright 2023 Seven Stars Private Wealth Limited. All rights reserved.
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