Barry James
DipFA
Independent Financial Adviser
Barry James DipFa
Pensions including Workplace Pensions, SIPP, PPP, SHP, RAC and Income Drawdown. Investment Planning including ISA, OEIC, DFM and Bonds. Tax mitigation, personal and IHT. Personal and Business Protection including, Life cover, Critical Illness Cover, Income Protection, Director Share Protection, Keyman Cover, Group Life Cover. Wills and LPAs.
location : Hereford and Peterborough
my expertise
I am an Independent Financial Adviser based in March and provide advice in Peterborough Cambridge Whittlesey Stamford Ely and Huntingdon I also travel to Birmingham Stafford Northhampton Milton Keynes and Wocestershire.
My Aim is to provide a first class service to all my clients to ensure that their individual financial needs and plans meet their requirements.
I am dedicated to providing a great level of customer service and take the time to explain my advice, so that my clients understand the solutions we agree.
I provide an ongoing advice and conduct regular reviews of my clients’ circumstances to ensure their financial affairs remain suitable.
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.
Complete the form below to arrange a discovery meeting
Message Barry
Barry 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 Barry 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 Financial Services is a trading style of Tavistock Partners (UK) Limited which is authorised and regulated by the Financial Conduct Authority, FCA number 230342.
Tavistock Partners (UK) Limited is a wholly owned subsidiary of Tavistock Investments Plc.
Tavistock Partners (UK) Ltd trading as Abacus Associates Financial Services are only authorised to give advice to UK residents.
Registered in England Registered Office: 1 Queen’s Square,
Ascot Business Park, Lyndhurst Road, Ascot, Berkshire, SL5 9FE, Company Number 04961992.
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.
The firm is not responsible for the content of external links.
