Chris Rohman – 2plan wealth management Ltd
Initial consultation at my expense, at home or office.
We can advise you on
Pensions & divorce
Pensions & retirement planning
Building your home
Buy to let
Buying commercial property
Buying first home
High loan to value
Next home / Remortgaging
Right to buy
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Traded endowment policies
Savings for children
School fees planning
Accident & sickness
Buildings and contents
Home and leisure
Income protection insurance
Payment protection insurance
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 20th January 2020
Meet our advisers
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
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.
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.
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.
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.
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
Minimum wealth (income/assets)
Minimum mortgage value
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