Our Partners

Get a complete, real-time view of your business. Manage your taxes, pay your staff, send invoices and sort bills and expenses automatically. Through the QuickBooks Online App, you’ll have instant access to your business’s finances.

• Get paid faster with the ability to see when invoices have been opened, paid and send reminders to avoid late payments.
• Customise invoices and send them on the go
• Save some serious time when you connect your bank account directly to QuickBooks – Your transactions are updated in real-time for easy and fast reconciliation.
• Track your mileage and all deductions are tracked and calculated automatically.
• The new AI-powered cash-flow planner helps predict your cash flow 90 days ahead – helping you make smarter decisions and letting you know when to take action. Need help? You’ll have access to an award winning team of UK-based experts for live chat, screen sharing and phone support.

Quickbooks Website

Start your journey today
Accountants and bookkeepers play an essential role in their clients’ success. With Receipt Bank, you spend less time on manual tasks like data entry and more time helping your clients, and your firm, go further.

Unlock more time: Easy automation for collecting, processing and publishing receipts and invoices
Do more, better: Use your time to take on more clients, offer new services and stay competitive
Add more value: Provide the best experience, working with clients in real-time as their trusted advisor

Receiptbank Introduction

BrightPay is an award-winning payroll software that makes managing payroll and automatic enrolment easy. BrightPay is fully HMRC recognised, supports all RTI submission types and includes full functionality for auto enrolment, CIS, payrolling of benefit and much more. BrightPay has a 99% customer satisfaction rate and is used to process the payroll for over 250,000 businesses across the UK and Ireland. BrightPay’s safe, secure and intuitive payroll software minimises payroll administration, helping users run an efficient and accurate payroll.

BrightPay’s cloud add-on, BrightPay Connect offers flexibility and online benefits, with many value-added features for clients, including an online annual leave management tool. The payroll information is stored online, with a secure online portal for clients and self-service smartphone access for employees. Clients can access payslips and payroll reports, view amounts due to HMRC, upload documents to distribute to employees, send the payroll data to the payroll processor through a secure channel, approve the payroll run and much more.

Brightpay Website

Smart Pension is one of the largest, award-winning, workplace pension providers in the UK, with backing from global financial giants Legal & General Investment Management, J.P. Morgan and Link Group. They’re growing, not only in the UK but internationally too, meaning that they can offer you and your employees:

Dedicated professional support, delivering a smooth transition – with an asset transfer solution.
Improved service experience.
Great value for money for employers and members with clear and transparent fees.
Strong investment options powered by Legal & General Investment Management (LGIM).
An enhanced member experience thanks to a commitment to innovation and user research.
A member app.
Smart Rewards – a way to help members save up to £400 a year with discounts from over 1,200 UK retailers.
Smart Retire (in development) – a clear simple way for members to plan what to do with pension savings and flexibility to manage their money in retirement.

Smart Pension Website

Member Experience

Tide is an account designed for modern, tech-savvy businesses. One of their core aims is to take the admin burden off the shoulders of sole traders and micro-business owners.

The really nice thing about the account, especially when you’re just starting out, is that if you’re not making any money the account doesn’t cost you a penny. When you do start doing business there’s just a small 20p charge for each transfer in or out of the account. Card payments are free and as an added bonus Tide are kindly waiving the 20p charges for the first year if you use this link to sign-up.

Tide Website

Iain Lowe Wealth Management Ltd is an appointed representative of 2plan wealth management Ltd. We act solely in the best interests of our clients at all times. We do not act on behalf of any product provider, bank or insurance company. The “client experience” is paramount and all our advisers pride themselves in building lasting professional client relationships.

Our primary focus is on the provision of wealth management services for private investors and corporate clients throughout the UK. The range of services covers all aspects of pensions, investments and protection planning.

The business model centres on highly structured technology-based processes. This enables us to deliver a highly streamlined cost-efficient service proposition for all our clients.

The “client experience” is paramount and all our advisers pride themselves in building lasting professional client relationships. We aim to ensure that all our clients will always view Iain Lowe Wealth Management Ltd as their trusted adviser. Prior to providing you with any advice we will take time to understand your current needs, circumstances, attitude to risk and capacity for loss. Any advice provided will be confirmed to you in writing.

2Plan Website