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  11. Chris Rohman – 2plan wealth management Ltd

Chris Rohman – 2plan wealth management Ltd

Independent Financial Adviser  Regus, Birmingham, West midlands, B3 3AS
First meeting at adviser's own cost
Initial consultation at my expense, at home or office.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy to let
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Buying commercial property
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Estate planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Sharia finance
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Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone 01217 219154
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
Chris Rohman

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
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
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
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
About us

I provide Unbiased 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

This is what I aim to do, to help you make good decisions about your money – providing clear information to help you achieve your financial goals.
I am part of 2plan wealth management which is a national advisory firm consisting of Financial Advisers and mortgage and protection specialists.
Working with 2plan allows me to offer you all the benefits of a bigger organisation, such as the latest technology, greater financial strength, and the reassurance of a team of experts helping me to get things right first time.
For a conversation about your financial plans, why not get in touch today?
2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ.

Where to find us

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

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone 01217 219154
check
FCA authorised
Last authorised 17th February 2020

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