David Wills
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David Wills Email & Phone Number

Virtual Administrator at 2plan wealth management Ltd at 2plan wealth management Ltd
Location: Leeds, England, United Kingdom 8 work roles 2 schools
1 work email found @2plan.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@2plan.com
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Current company
2plan wealth management Ltd
Role
Virtual Administrator at 2plan wealth management Ltd
Location
Leeds, England, United Kingdom
Company size
342 employees

Who is David Wills? Overview

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Quick answer

David Wills is listed as Virtual Administrator at 2plan wealth management Ltd at 2plan wealth management Ltd, a company with 342 employees, based in Leeds, England, United Kingdom. AeroLeads shows a work email signal at 2plan.com and a matched LinkedIn profile for David Wills.

David Wills previously worked as Business Assessor (VAS) at 2Plan Wealth Management Ltd and Paraplanner at Oakleaf Independent Financial Services. David Wills holds Ba Hons, Combined Studies from University Of Central Lancashire.

Company email context

Email format at 2plan wealth management Ltd

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{first}.{last}@2plan.com
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Profile bio

About David Wills

Working with 2plan to ensure that advisers are following business standards, processes and compliance, and that the research, files and suitability letters are consistent.I have previously gained specific paraplanning experience with an IFA in Leeds, providing support to advisers with their fund research & data analysis, report writing and technical administration, whilst also ensuring compliance standards are met. Prior to this I worked in the offshore market, assisting expatriates towards achieving their personal financial goals and objectives with Three Sixty Financial Inc. from May 2003 to November 2017, including managing investment allocations in portfolios to meet risk-reward objectives.Working with clients in Malaysia as well as maintaining client contact and support with existing clients who have relocated, including those now based in North America, Europe, Africa, Asia and Australia.Specialties: Financial planning for expatriates covering wealth creation, wealth management, wealth protection and bespoke advice, including using a registered agent of HMRCSavings towards property deposit or mortgage repayment, education fees and retirement, including UK Frozen Pensions Analysis & SIPP/QROPS TransfersOngoing reviews and servicing of existing offshore life assurance policies.Maintaining and reviewing client databases, as well as co-ordinating targeted campaigns for new clients and marketing opportunities for further business.Providing technical support and guidance for other employees, both in office and overseas.

Listed skills include Wealth Management, Financial Planning, Retirement Planning, Wealth, and 46 others.

Current workplace

David Wills's current company

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2plan wealth management Ltd
2Plan Wealth Management Ltd
Virtual Administrator at 2plan wealth management Ltd
Leeds, GB
Website
2plan.com
Employees
342
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Company profile
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8 roles

David Wills work experience

A career timeline built from the work history available for this profile.

Business Assessor (Vas)

Current
2Plan Wealth Management Ltd

Leeds, GB

Providing remote support to advisers across the 2plan network

Mar 2020 - Present

Paraplanner

Oakleaf Independent Financial Services

Supporting advisers with their report writing, fund research and analysis to help meet clients objectives in line with their risk profiles, whilst also ensuring records of advice are detailed, accurate and compliant.

Jun 2018 - Jul 2019

Client Services Manager

Three Sixty Financial Inc

Kuala Lumpur, Wilayah Persekutuan, MY

Providing support to all advisers in relation to their clients, including ongoing policy support, processing any fund transactions, compiling consolidated portfolio reviews, drafting an overview of the asset allocation and providing a commentary in relation to how these relate to a clients' risk profile and objectives. This also required file checking to.

Jan 2016 - Nov 2017

Senior Adviser

Three Sixty Financial Inc.

Returning to meet prospective and existing clients, to provide ongoing advice and support for their financial planning, to better utilise my skills and experience through a client facing role.

Sep 2013 - Jan 2016

New Business & Compliance Officer

Three Sixty Financial Inc

Kuala Lumpur, Wilayah Persekutuan, MY

Monitoring of business processing and reporting of anticipated revenue to senior management.Responsibility for ensuring applications are submitted and processed efficiently, as well as being in line with our company standards and ethics of being in the best interests of our clients. Making sure that regulatory requirements for our company and those we deal.

Apr 2012 - Sep 2013

Client Services Manager

Three Sixty Financial Inc

Kuala Lumpur, Wilayah Persekutuan, MY

In addition to providing ongoing support for my own clients, my role as Client Services Manager includes support for all clients of Three Sixty Financial, from key areas of maintaining accurate financial records to assisting with policy claims and management.

Jul 2010 - Apr 2012

Senior Adviser

Three Sixty Financial Inc

Kuala Lumpur, Wilayah Persekutuan, MY

Specialise in offering genuinely independent financial advice and providing bespoke solutions for wealth creation, wealth management and tax minimisation. Provide advice, support and administration for personal finances from establishing a bank account, personal protection through medical, life and critical illness cover, plus structured savings for.

May 2003 - Jun 2010
Team & coworkers

Colleagues at 2plan wealth management Ltd

Other employees you can reach at 2plan.com. View company contacts for 342 employees →

AT Andrew Tams Andrew Tams Colleague at 2Plan Wealth Management LtdGreater Leeds Area, United Kingdom View → SB Steve Barlow Steve Barlow Colleague at 2Plan Wealth Management LtdCheltenham, England, United Kingdom, United Kingdom View → CM Chris Musgrove Dipfa. Mifs. Maq. Chris Musgrove Dipfa. Mifs. Maq. Colleague at 2Plan Wealth Management LtdLondon, England, United Kingdom, United Kingdom View → RT Rod Tonge Rod Tonge Colleague at 2Plan Wealth Management LtdOldham, England, United Kingdom, United Kingdom View → JW Jack Wilcockson Dippfs, Cert Cii (Mp) Jack Wilcockson Dippfs, Cert Cii (Mp) Colleague at 2Plan Wealth Management LtdUnited Kingdom, United Kingdom View → VB Vicki Bolan Vicki Bolan Colleague at 2Plan Wealth Management LtdBarnsley, England, United Kingdom, United Kingdom View → AR Alastair Rogerson Dippfs Cemap Alastair Rogerson Dippfs Cemap Colleague at 2Plan Wealth Management LtdGreater Leeds Area, United Kingdom View → NS Nicola Shaverin Nicola Shaverin Colleague at 2Plan Wealth Management LtdWashington, England, United Kingdom, United Kingdom View → SL Sadef Latif Sadef Latif Colleague at 2Plan Wealth Management LtdBramhall, England, United Kingdom, United Kingdom View → DH Darnel Hill Darnel Hill Colleague at 2Plan Wealth Management LtdGreater Leeds Area, United Kingdom View →
2 education records

David Wills education

Ba Hons, Combined Studies

University Of Central Lancashire

A-Level, Including Economics

Queen Elizabeth'S Grammar School
FAQ

Frequently asked questions about David Wills

Quick answers generated from the profile data available on this page.

What company does David Wills work for?

David Wills works for 2plan wealth management Ltd.

What is David Wills's role at 2plan wealth management Ltd?

David Wills is listed as Virtual Administrator at 2plan wealth management Ltd at 2plan wealth management Ltd.

What is David Wills's email address?

AeroLeads has found 1 work email signal at @2plan.com for David Wills at 2plan wealth management Ltd.

Where is David Wills based?

David Wills is based in Leeds, England, United Kingdom while working with 2plan wealth management Ltd.

What companies has David Wills worked for?

David Wills has worked for 2Plan Wealth Management Ltd, Oakleaf Independent Financial Services, Three Sixty Financial Inc, and Three Sixty Financial Inc..

Who are David Wills's colleagues at 2plan wealth management Ltd?

David Wills's colleagues at 2plan wealth management Ltd include Andrew Tams, Steve Barlow, Chris Musgrove Dipfa. Mifs. Maq., Rod Tonge, and Jack Wilcockson Dippfs, Cert Cii (Mp).

How can I contact David Wills?

You can use AeroLeads to view verified contact signals for David Wills at 2plan wealth management Ltd, including work email, phone, and LinkedIn data when available.

What schools did David Wills attend?

David Wills holds Ba Hons, Combined Studies from University Of Central Lancashire.

What skills is David Wills known for?

David Wills is listed with skills including Wealth Management, Financial Planning, Retirement Planning, Wealth, Investments, Personal Finance, Insurance Planning, and Strategic Financial Planning.

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