James Mercer 2plan Wealth Management

Independent Financial Adviser  Pickhurst Green, Bromley, Greater london, BR2 7QT
First meeting at adviser's own cost
I offer independent advice on pensions, investments, mortgages, insurance at competitive rates with the initial consultation at my cost.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Equity release
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 6th July 2020
Meet our advisers
James Mercer DipPFS Certs CII (MP&ER)
Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

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
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.

Where to find us
Head office address: Pickhurst Green, Bromley, Kent, BR2 7QT
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£0
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 6th July 2020

Similar advisers near you

Independent Financial Adviser 0.94 mi
Pension Transfer Specialist. Retirement Wealth Managers. Advisers on full range of Investments and Pensions including Occupational Pensions and Divorce Settlements.
 
Independent Financial Adviser 0.97 mi
We provide whole of market financial planning and investment services to help you manage your financial affairs.
 
Independent Financial Adviser 1.2 mi
Protecting Your Future's. We are Independent in the truest sense and put you at the heart of the advice.
 
Independent Financial Adviser 1.26 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.