James Mercer 2plan Wealth Management

Independent Financial Adviser Pickhurst Green, Bromley, Kent, BR2 7QT
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
I offer independent advice on pensions, investments, mortgages, insurance at competitive rates with the initial consultation at my cost.
We can advise you on
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • 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
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
James Mercer DipPFS Certs CII (MP&ER)
Independent Financial Adviser
What our clients say
James came highly recommended through a friend and I have nothing but positive praise for his professionalism. James is a clear communicator and was able to advise me well on getting the best mortgage deal. He has an outstanding work ethic and responds to everything quickly and efficiently. I will be recommending James to anyone I know who may need financial advice.
Silvana, Beckenham
James is a very professional yet friendly adviser, he took the time to listen to what we needed and helped us every step of the way. We will definitely be in contact with James again and have highly recommended him to friends as we know he provides a great high quality service.
Lisa, Bromley
James is an excellent adviser in all aspects. He shows me patience when I am unable to understand things first time. He is able to communicate in a clear way so I am aware of everything he is doing for me. James is a very easy person to talk to and makes you feel at ease no matter what questions you have. James is very efficient when getting back to you which is a bonus.
Yasmin, West Wickham
After having numerous dealings with James and using his expertise to help start and build a property portfolio I have noticed a few key areas that James is particularly good in. Firstly I would say communication is one of his strong points as he always keeps me updated through the entire process from start to finish. Always making himself available to help advise me when needed. Secondly I would say knowledge in his field as through the regular contact I have had with James he has been able to educate me greatly and I feel more confident with the information James has shared with me. This area he excels in as he has always ensured that I have been given the correct or most suitable product for my needs. Lastly I would say the simplicity and peace of mind that I have from dealing with James. Some advisors have a great ability to over complicate matters and stray away from what it is the client is actually wanting or looking for. I have had none of this from my dealings with James, and that is why I always recommend his services to all, friends and family as I know they will also receive the high quality service I have enjoyed for along time.
Lewis, Bromley
Very personable and takes the time to go through every option in order for the customer to get a clear understanding as to what its on offer for us to benefit. We believe from his wealth of experience that he had our futures best interest at heart just from how he presented the option in order for us to understand, we knew that we appointed one of the best in business. James is a credit to his profession.
Jacqueline, Norbury
I was interested in family protection and Got in touch with James Mercer. I wasn't sure on all the different things & James made it so easy for me to understand. He was very friendly & made me feel very comfortable & made sure I understood everything fully before he set it up for me. I didn't find him like other sales people I actually felt valued & would definitly recommend to family. Great service.
Mark, Clapham
Where to find us

Pickhurst Green, Bromley, Kent, BR2 7QT

Contact us
About us

I work with both individuals, for residential/buy to let mortgages, family protection and individual pensions, and businesses for auto-enrolment and employee benefit packages.
Being independent means I am able to source products and funds from the whole of the market. I aim to build long lasting professional, trusting relationships with clients and their professional contacts such as accountants and solicitors, ensuring that all customers are treated fairly.
Remuneration for advice is transparent and can be by fee, commission or a combination of the two.

Our services

I understand that a client’s financial planning needs are individual and that it can be very confusing making the right decisions on your own. I provide a thorough consultation to assess your short, medium and long-term aspirations. I aim to put you in a position to understand and take control of your finances and explain in plain English what can seem complicated.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£0
Minimum mortgage value
£125,000
Compliance

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, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England Number: 05998270 VAT Registered: 107831677

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