Chris Rohman – 2plan wealth management Ltd

Independent Financial Adviser 2plan wealth management, 43 Temple Row, West Midlands, Birmingham, B2 5LS
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
13th August 2018
Initial consultation at my expense, at home or office.
We can advise you on
    • Commercial mortgages
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Buy to let
    • Commercial for individuals
    • First time buyers
    • Flexible
    • High loan to value
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Estate planning
    • Long term care
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
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
  • 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

Similar advisers near you

Independent Financial Adviser 0.15 mi
 
 
Independent Financial Adviser 0.17 mi
Award winning chartered financial planning firm giving quality independent advice
 
Independent Financial Adviser 0.21 mi
We aim to be your "trusted adviser" - the adviser you turn to for tailored advice and innovative ideas.
 
Independent Financial Adviser 0.22 mi
With ever changing legislation, retirement options can be at best confusing. Take advice from retirement specialists at The Pension Planner.