This site uses cookies. We have recently updated our Privacy Policy - read more here.

×
  1. Home
  2. breadcrumbs-arrow
  3. Find an adviser
  4. breadcrumbs-arrow
  5. West Midlands
  6. breadcrumbs-arrow
  7. West Midlands
  8. breadcrumbs-arrow
  9. Birmingham
  10. breadcrumbs-arrow
  11. Chris Rohman – 2plan wealth management Ltd

Chris Rohman – 2plan wealth management Ltd

Independent Financial Adviser Regus, Edmund House, 12-22 Newhall Street, West Midlands, Birmingham, B3 3AS
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th July 2019
Initial consultation at my expense, at home or office.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Estate planning
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Make an enquiry Request a call back 01217 219154 Recommend to a friend
Meet our advisers
Chris Rohman
What our clients say
He always makes sure he has up to date figures when he arrives and always shows us companies he has researched, he takes time to explain the things we don't understand even if it means going over the same thing several times. We find him easy to talk to and he has a good understanding of the risk we are prepared to take.
Dean, Birmingham
Chris is brilliant, he kept us informed every step of the way. He is very professional in the way he conducts his business and listens carefully and understands the client. His communication skills are excellent and it has been a real pleasure to do business with Chris. Happy with everything.
Valarie, Walsall
I needed advice in taking insurance plans for my family. Chris explained the types of insurance and the benefits very clearly. He gave us time to decide which plan to take out and answered all of our questions very patiently. We are very pleased with Chris and will be using him in future for advice in other areas of our finances. I definitely would recommend Chris as he is polite helpful and genuine. We received an excellent service and couldn't expect any more.
Keran, Worcestershire
Where to find us

Regus, Edmund House, 12-22 Newhall Street, West Midlands, Birmingham, B3 3AS

Make an enquiry
About us

I provide unbiased independent financial advice for both private and corporate clients and have many years’ experience of a successful financial practice. I have been advising clients on a wide range of products such as pensions, investments, insurance, long term care funding and mortgage business since 1992, helping them to navigate through their financial journey and achieve their goals.

Our services

I aim to help you make good decisions about your money – providing clear information to help you achieve your financial goals. Being independent is part of what makes me different. It’s the reason I am free to advise you about products from the entire financial marketplace. I don’t act on behalf of any bank or insurance company. So my recommendations are solely about what’s right for you. For a conversation about your financial plans, why not get in touch today?

Advice methods
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.

2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services 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 Number: 05998270

VAT Registered: 107831677

Make an enquiry Request a call back 01217 219154 Recommend to a friend
Contact options
Make an enquiry Request
a call back 01217 219154 Recommend to a friend

Similar advisers near you

AFH Wealth Management LTD
Independent Financial Adviser 0 mi
A premier private wealth management business offering specialised investment services to discerning investors, including portfolio management and stockbroking.
 
See profile
Central Financial Planning Ltd
Independent Financial Adviser 0.17 mi
Award winning chartered financial planning firm giving quality independent advice
 
See profile
Chase de Vere Independent Financial Advisers
Independent Financial Adviser 0.21 mi
For forty years we've helped clients take control of their finances and face the future confidently. Find out how.
 
See profile
Mazars Financial Planning Limited
Independent Financial Adviser 0.21 mi
We aim to be your "trusted adviser" - the adviser you turn to for tailored advice and innovative ideas.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.