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

9.1 /10

19th August 2019

We work with you to deliver the tailored products and financial planning solutions to best meet your needs.

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Long Term Care
- Long term care

Make an enquiry Request a call back 01322 584746 Recommend to a friend

Meet our advisers

Robert Willmore DipIP PFA

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

CF8 - Certificate in Long-Term Care Insurance (CII)

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.

Diploma In Investment Planning (DipIP)

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

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.

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.

Make an enquiry Request a call back 01322 584746 Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Long Term Care
- Long term care

Advice methods

Telephone
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

Make an enquiry Request a call back 01322 584746 Recommend to a friend

Contact options

Make an enquiry Request
a call back 01322 584746 Recommend to a friend

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