James Mercer 2plan Wealth Management
Initial consultation free
Independent financial adviser
I offer independent advice on pensions, investments, mortgages, insurance at competitive rates with the initial consultation at my cost.
We can advise you on
Clients
helped
23helped
Minimum
pension value
£0+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£100k+mortgage value
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
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Silvana
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...
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Yasmin
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...
j
Jacqueline
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...
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Lisa
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...
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Lewis
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...
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Mark
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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