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  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
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
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Response rating
7.5/10
phone Show number
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FCA authorised
Last authorised 2nd August 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, Dartford, DA5 3JT
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:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    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
7.5/10
phone Show number
check
FCA authorised
Last authorised 2nd August 2021

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