James Mercer 2plan Wealth Management

Initial consultation free
I offer independent advice on pensions, investments, mortgages, insurance at competitive rates with the initial consultation at my cost.

We can advise you on

This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

MR 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...
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...
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...
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...
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...
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...

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