James Mercer 2plan Wealth Management

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.

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.

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.

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.

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.

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.