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).

email: craigburridge@abacusadvisers.co.uk

tel:   01432 343 322

mob: 07723 569328

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.

Click here to view my Unbiased profile.

 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 Craig

Mike would love to answer any questions and/or schedule a free consultation. Please call or send him an email by completing the form below.

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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 Bracknell Beeches, Old Bracknell Lane, Bracknell RG12 7BW, 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.

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