1. Home
  2. breadcrumbs-arrow
  3. Find an adviser
  4. breadcrumbs-arrow
  5. London
  6. breadcrumbs-arrow
  7. Robert Willmore – 2plan wealth management Ltd

Robert Willmore – 2plan wealth management Ltd

Independent Financial Adviser  The Base, Bexley, Greater london, DA5 3JT
First meeting at adviser's own cost
This is what I aim to do, to help you make good decisions about your money – providing clear information to help you achieve your financial goals. I am part of 2plan wealth management which is a national advisory firm consisting of Financial Advisers and mortgage and protection specialists. Working with 2plan allows me to offer you all the benefits of a bigger organisation, such as the latest technology, greater financial strength, and the reassurance of a team of experts helping me to get things right first time. For a conversation about your financial plans, why not get in touch today?
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
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
9.2/10
phone Show number
check
FCA authorised
Last authorised 1st June 2020
Meet our advisers
Robert Willmore DipIP PFA
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry together with packaged products (pensions, protection and savings and investments) and the giving of investment advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk

About us

I am an experienced Independent Financial Adviser, and have been providing financial advice to both personal and business clients since 2001. I am based in the Bexley and Dartford areas of Kent, and cover all the surrounding areas.

Where to find us
Head office address: The Base, Dartford Business Park, Victoria Road, Kent, Dartford, DA1 5FS
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.2/10
phone Show number
check
FCA authorised
Last authorised 1st June 2020

Similar advisers near you

Lawton Financial Services
Restricted - whole of market 1.13 mi
Lawton Financial Services, providing wealth management strategies and financial advice to private and corporate clients across the UK.
 
See profile
Wotton Wealth Management Limited
Restricted - whole of market 2.22 mi
We specialise in Pensions, including Final Salary/Defined Benefits, Investments, Trusts and Inheritance Tax planning.
 
See profile
Albany Finance
Independent Financial Adviser 3.68 mi
At Albany Finance we are always happy to speak to you with regards to your needs. We are a whole of market company and are truly Independent, and strive to get the best for our clients. We can meet you in your home or workplace at a time that suits or with some areas of advice we can work for you via phone and internet. we look forward to working with you.
 
See profile
Chantler Kent Investments - Steve Wright
Independent Financial Adviser 3.68 mi
Friendly, approachable advisers offering sound financial advice. We will provide you with advice in plain English that you can understand. During the Covid-19 lockdown we are working from home and able to offer advice remotely.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.