Robert Willmore – 2plan wealth management Ltd
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
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Savings for children
School fees planning
Accident & sickness
Income protection insurance
Capital gains tax
Last authorised 1st June 2020
Meet our advisers
Robert Willmore DipIP PFA
Independent Financial Adviser
Qualifications & Accreditations
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
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
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
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