Chris Rohman -2plan wealth management
B37, Birmingham
B37, Birmingham
I am an Independent Financial Adviser (IFA) based in Birmingham city centre and work through a national advisory firm 2plan wealth management Ltd.
I have been giving financial advice to clients since 1992..
My mission is to provide professional independent advice which protects and enhances my clients’ assets and builds long-term relationship based on trust, mutual respect and integrity.
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What do you love most about your job?
Every client is different and what I really enjoy about my job is meeting and talking to different people with different needs. My number one priority has always been to build up a long lasting relationship and ongoing trust with all of my clients and I take great pride in knowing that over the years working as a financial adviser my clients have remained loyal to me. I am a true believer that treating customers fairly which always plays a major part in my profession.
What inspired you to start your own business?
I started my career as a financial adviser way back in 1992 where I worked for TSB Trust Company and was later employed by Lloyds TSB Bank in December 2001. In August 2005 I decided to become an Independent Financial Adviser (IFA) and run my own business to gain more experience and broaden my knowledge of financial services having the whole of the market to work from. This has help me to provide better choice and more competitive products for my clients to benefit from.
Why should our clients choose you?
I have a wealth of experience with over 25 years' working as a financial adviser and fully authorised and regulated by the Financial Conduct Authority (FCA).
I am a member of The Personal Finance Society by Diploma and The Chartered Institution of Insurance (CII).
Financial Planning
Independent financial advice and wealth management, helping private and corporate clients achieve their objectives and future goals. Providing advice on pensions, retirement planning, investment and savings, long term care, mortgages and commercial lending and mortgage protection insurance. Life, critical illness and income insurance to protect families and businesses as well as estate planning and Inheritance Tax planning to protect assets.
Estate Planning
Power of Attorney, Wills, Trusts, Probate
