2Plan announces deal with 40-adviser Source Financial

The deal will see Source's 43 advisers become registered individuals (RIs) of 2Plan and take the number of 2Plan practitioners beyond 150. Source was established in 2003 and has a business split of 75% investment and 20% pensions, with a small amount of mortgages and protection. Chris Smallwood, 2Plan CEO, says Source's investment-heavy strategy fits 2Plan's wealth management focus. "We are very impressed with the professionalism and commitment which Source has shown both to its advisers and clients," Smallwood says. "With its enviable track record of success and profitable business...