Robert Willmore – 2plan wealth management Ltd

Independent Financial Adviser The Base, Dartford Business Park, Victoria Road, Kent, Dartford, DA1 5FS
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
20th May 2019
We work with you to deliver the tailored products and financial planning solutions to best meet your needs.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • 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
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
Robert Willmore DipIP PFA
Independent Financial Adviser
Where to find us

The Base, Dartford Business Park, Victoria Road, Kent, Dartford, DA1 5FS

Make an enquiry
About us

I am an experienced financial adviser, providing financial advice to both personal and business clients since 2001, and working in the financial services profession since 1983. I am based in the Bexley and Dartford areas of Kent, and cover all the surrounding areas. I am a representative of 2plan wealth management Ltd, a national firm of independent financial advisers. With the support of my specialist head office team, we will work closely with you to deliver the tailored product and financial planning solutions to best meet your own personal, family, or indeed your business needs.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
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. The FCA does not regulate tax advice.
Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ.

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