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

Robert Willmore – 2plan wealth management Ltd

Independent Financial Adviser  The Base, Kent, Dartford, DA1 5FS
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
Defined benefit
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
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
9.0/10
phone Show number
check
FCA authorised
Last authorised 18th October 2021
Meet our advisers
MR 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, having 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.

Our services

Provide a truly personal service, building long lasting client relationships with their interests at heart at all times. Our primary focus is on the provision of wealth management services for private investors and corporate clients. The range of services covers all aspects of pensions, investments, insurance and mortgage business.

Where to find us
Head office address: The Base, Dartford Business Park, Victoria Road, Kent, DA1 5FS
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register (<url hidden>) under reference 461598. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England Number: 05998270

Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 18th October 2021

Similar advisers near you

Mor Invest
Independent Financial Adviser 0.47 mi
Getting a help with your investments, pensions and mortgage for the first time can be both confusing and daunting. Let me take the stress out of helping you choose which option works best for you!
 
See profile
Sterling & Law Group Plc
Independent Financial Adviser 0.77 mi
We specialise in Savings and Investments and Pensions, and Inheritance Tax and Estate Planning and Equity Release.
 
See profile
Lawrence Dean at True Potential
Independent Financial Adviser 0.8 mi
The main purpose of my role is to help professionals protect and grow their wealth.
 
See profile
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