Craig Burridge
DipPFS
Independent Financial Adviser
Craig Burridge DipPFS
Pensions, Retirement Planning, Investments, Inheritance Tax Planning, Life Assurance, Critical Illness Cover, Income Protection, Business Protection (Key Man and Relevant Life Cover).
location : Monmouth
my expertise
I am based in Monmouth and provide Independent Financial Advice on Pensions, Pre and Post Retirement, Investments and Inheritance Tax Planning throughout Monmouthshire and the surrounding counties. I started in the industry in 2008 and am a member of the Personal Finance Society.
My role is to help you meet your financial and life objectives, I achieve this by using a holistic approach and providing a bespoke advice service. I pride myself on excellent customer service and take the time explain my advice in a jargon free and clear way so that my clients fully understand the solutions we agree. I believe in providing an ongoing service to make sure you are kept up to date on any legislative or market changes and I’m kept abreast with any changes in your individual circumstances. This allows me to make sure we are still on target to meet your objectives.
I am able to provide advice on Pensions, Pre and Post Retirement, Investments and Inheritance Tax Planning. I also provide advice on Protection (Personal and Business), this includes Life Cover, Critical Illness Cover, Income protection, Key Man and Relevant Life.
Although I live in Monmouth, I also cover Hereford, Gloucester, Forest of Dean, Newport, Cardiff, Bristol, Abergavenny and Worcester. Abacus Associates are based in Hereford.
Stages of Advice I would cover on the [Life Events Timeline] are as follows:
Flying the nest, Looking to the future, Making Career Waves, Building a nest, Wedding bliss, Family ties, Growing you space, Ever growing family, Pension perfection, Secure – safe and invested, Home is where the heart is, Fledglings take flight, New nests to build, Get most from the pensions, Reaching your pensions, Wills and wellbeing, Pension-pension-pension, Reducing your space, Release any equity.
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Message Craig
Craig would love to answer any questions and/or schedule a free consultation. Please call or send him an email by completing the form below.
Please leave a message below (including your postcode), and Craig will contact you as soon as possible.
Please also indicate which services you are particularly interested in:
01432 343 322
Head Office – Hereford
Abacus Associates
Kemble House, 36-39 Broad Street,
Hereford. HR4 9AR
Abacus Associates is a trading style of Saltus Partnership Limited which is authorised and regulated by the Financial Conduct Authority. FCA reference number: 554381
Registered office: Solent Business Park, 4500 Parkway, Whiteley, Fareham PO15 7AZ. Registered number: 07586042
Will writing and some aspects of tax planning are not regulated by the Financial Conduct Authority.
Your home may be repossessed if you do not keep up repayments on a mortgage.
Capital is at risk and you may get back less than you invest.
The firm is not responsible for the content of external links.
