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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Commercial motor
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Travel
check
Estate planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Sharia finance
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 25th May 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
Head office address: 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
Advice methods
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 25th May 2020

Similar advisers near you

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.
 
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.
 
Independent Financial Adviser 0.24 mi
Award winning chartered financial planning firm giving quality independent advice