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nORTH

Fiona Brown DipPFS

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

Location :

Huddersfield

Rob Bird DipPFS

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

Location :

Leeds/Wakefield/Dewsbury

Tracey Greene BA (Hons) CeMAP CeFA DiFA

Financial Planning, Investments, Protection, Retirement, Estate Planning, Workplace Pensions.

Location :

Sheffield

NORTH EAST

George Hartley DipPFS


Financial Planning, Pensions and Retirement, Investments, Protection, Mortgages, Inheritance Tax Planning, Workplace Pensions.

Location :
Stokesley

Phil Ha DipPFS, BA (Hons)

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

Location :
Middlesborough

Ian Hill DipPFS

 

Pensions, Investment Planning, Tax Planning, Wealth Management and Protection Planning.


Location :
Scunthorpe

Stephen Leighton BA (Hons), DipPFA, MLIBF

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

Location :
Hull

Martin Jinks DipPFS

 

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

 

Location :
Middlesborough

Susan Hemingway DipPFS

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

Location :
York

Nick Maughan Bed, DipEd, DipPFS

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

 

Location :
Hull

NORTH WEST

Andrea Murray DipPFS CeMAP

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney. 

Location :

Widnes

Andy McDonald BA (Hons) DipPFS

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney. 

Location :

Wigan

Paul Stanley DipPFS BSc (Hons) Banking & Financial Planning

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

Location :

Runcorn

Tim Sands Chartered MCSI

Financial Planning, Wealth Management, Investments, Pensions, Mortgages, Protection, Tax, Wills, Trusts, Power of Attorney, Corporate Planning. 

Location :

Merseyside

WEST MIDLANDS

Andy Walker DipFA CeLTCI AwPETR

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

Location :
Telford

Barry James DipFA

Pensions, Investment Planning, Tax Planning, Personal & Business Protection, Wills, LPAs, Keyman and Group Life Cover. 

 

Location :
Hereford

Chris Aspey DipPFS Cemap

Pensions, Investments, Mortgages, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

Location :
Hereford

Greg Macfarlane

Pensions, Investments, Mortgages, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

Location :
Monmouth

Haydn Morgan Chartered ALIBF

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney, Long Term Care, Trusts and Estate Planning.

Location :
Ludlow

Huw Davies DipFA

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

Location :
Warwickshire

John A Lavender DipFA

Protection, Investments, Retirement Advice, Pensions, Estate Planning, Trusts, Business Property Relief (BPR), Wills, Lasting Power of Attorney, Funeral Plans.

Location :
Solihull

Jon Lowe DipPFS

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
 

Location :
Wolverhampton

John Otway DipPFS

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
 

Location :
Hereford

Malcolm Harper Adv CeMAP DipPFS

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
 

Location :
Hereford

Margaret Pooley-Smith DipPFS CertsCII (MP&ER)

Pensions, Investments, Mortgages, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

Location :
Hereford

Martin Field DipPFS AwPETR

Pensions – Personal, Investment Planning, Tax Planning, Property Planning (Mortgages) and Workplace Pensions.

 

Location :
Stafford

Mike Boyles Cert CII (MP&ER)

Mortgages, Equity Release, Life Assurance, Income Protection, Wills, Lasting Power of Attorney, Home and Contents Insurance.

 

Location :
Hereford

Rob Guiney DipPFS CeMAP

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

 

Location :
Hereford

Sam Donovan DipPFS

Financial Planning, Investments, Pension, Inheritance Tax, Retirement, Corporate and Protection Planning.

 

Location :
Stratford-upon-Avon

Sam Kossar DipPFS

Financial Planning, Investment, Mortgages, Retirement, Estate Planning, Workplace Pensions.

 

Location :
Birmingham

Steve Gordon DipPFS

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

 

Location :
Worcester

Richard Wood APFS FPFS

Pensions, Investments, Financial Planning, Equity Release, Inheritance Tax, Corporate Financial Planning.

 

Location :
Warwick

Stuart Millichip DipPFS

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

 

Location :
Tenbury Wells

Terry Murphy DipPFS CertsCII (MP)

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Mortgages, Wills and Powers of Attorney.

Location :
Wolverhampton

Will Ward MLIBF DipFA CeMAP

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

 

Location :
Staffordshire

EAST

Ashley Potts DipPFS

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

 

Location :
Loughborough

Barry James DipFA

Pensions, Investment Planning, Tax Planning, Personal & Business Protection, Wills, LPAs, Keyman and Group Life Cover.

 

Location :
Peterborough

Ian Jessop DipPFS

Pensions (Workplace Pensions / SIPP / SSAS / PPP / SHP / RAC) Investments (ISA / OEIC / VCT / Bonds), Tax Planning, Personal and Business Protection, Wealth Management.

 

Location :
Colchester

Paul McDonald DipPFS

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

 

Location :
Cambridgeshire

Steve Hall DipPFS CeMAP AwPETR

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

 

Location :

Derby

SOUTH

Alex Groves

General Financial Planning, Investment Planning, Retirement Planning, Corporate Planning and Protection Planning.

 

Location :
Hampshire

Simon Glanville

General Financial Planning, Investment Planning, Retirement Planning and Business Protection Planning.

 

Location :
Hampshire

SOUTH EAST

Geoff O'Sullivan DipPFS, BSc (Hons) Banking & Financial Planning

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

 

Location :
London

Kevin Hamblin Bsc Ind Bio DipPFS


Financial Planning, Pensions and Retirement, Investments, Protection, Wills & Estate Planning and Power of Attorney.

 

Location :
London

Mark G Thomas DipFA MLIBF

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

 

Location :
London

Mick Campbell DipPFS

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.


Location :
Kent/Surrey/Sussex

Neil Harden DipPFS PETR

Financial Planning, Investment, Wealth Management, Protection & Insurance, Mortgages, Retirement and Wills & Estate Planning.

 

Location :
Peterborough

Nila Mistry DipPFS

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

 

Location :
Essex

Rob Anderson DipFA, MLIBF

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

 

Location :
Bedford

Robert Isherwood MLIBF

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Care Fees Planning, Wills and Powers of Attorney.

 

Location :
Stevenage

Steve Williams DipPFS

Financial Planning, Investments, Pensions, Inheritance Tax, Retirement, Wills & Estate, Protection and Corporate Planning.

Location :
Essex

Suresh Sreedharan DipFA

Pensions, Investments, Mortgages, Equity Release, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

 

Location :
Essex

SOUTH WEST

Andy Benson

Pensions, Investments, Financial Planning, Wealth Management, Mortgages, Equity Release, Life Assurance, Wills and Powers of Attorney.


Location :
Cheltenham

Andy Clark

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

 

Location :
Bristol

Arnie Tilki DipPFS

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.


Location :
Bristol

Bob Hammick DipPFS

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

 

Location :
Bristol

Gareth Gosling DipPFS


Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

 

Location :
Bristol

Joan Gray MSc, BSc (Hons) ACII AFPC Cert HSC (Open) MBPsS

Investments, Retirement, Pensions, Protection: Critical Illness, Income Protection, Wills, PoA Trusts.

Location :
Cheltenham

Mark Thomas CeMAP

Mortgages, Life Assurance, Income Protection, Wills, Lasting Power of Attorney, Home and Contents Insurance. 

 

Location :
B
ristol

Mike Henry DipPFS CeMAP

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Retirement Planning, Wills and Powers of Attorney. 


Location :
Bristol

Neil Davies DipPFS, CeMAP

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.


Location :
Bristol

NEIL HOLBROOK DipPFS

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
 

Location :
G
loucester

Paul Dominguez DipPFS

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

Location :
Gloucester

Phil Wallhead CeMAP

Mortgages, Life Assurance, Income Protection, Wills, Lasting Power of Attorney, Home and Contents Insurance.

 

Location :
B
ristol

Paul Smith DipPFS Cert(MP)

Financial, Investment, Pensions, Wealth, Mortgages, Insurance, Protection, Tax Planning and Pensions.

 

Location :
Forest of Dean

Phil Hawkins DipPFS

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.


Location :
Bristol

Spencer Tovey

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

 

Location :
B
ristol

WALES

Anthony Holloway

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

 

Location :
Ponypridd

Chris Hall BA (Hons)

Retirement Planning, Pension Transfers and Later Life Planning, Teacher’s Pension and Local Government Pension Schemes.
 

Location :
Caerphilly

Craig Burridge DipPFS

Pensions, Retirement Planning, Investments, Tax Planning, Life Assurance, Critical Illness, Income Protection, BusinessKey Man and Relevant Life. 

 

Location :
Monmouth

Ginette King CeMAP CeRER

Mortgages, Remortgages, Buy to Let, Commercial, Equity Rel, Life & Home Insurance, Landlord Policies, Wills, Lasting Power of Attorney.

 

Location :
Abertillery

James Gill BA (Hons) DipPFS

Investments, Pensions, Life Cover, General Insurance as well as Wills & Power of Attorney. 

 

Location :
Cardiff

John Phillips DipPFS


Financial Planning, Investment, Protection & Insurance, Retirement, Pension, Estate, Tax and Business Protection.

 

Location :
Abertillery

Mike Dennes

Mortgages, Life Assurance, Income Protection, Wills, Lasting Power of Attorney, Home and Contents Insurance.

 

Location :
Abertillery

Phil Buttle DipPFS

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

 

Location :
Wales

Rob Evans BSc (Hons) BTP DipPFS

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

 

Location :
Wales

Steve Thomas DipPFS

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.

 

Location :
Newport

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01432 343322

Head Office - Hereford

Abacus

Kemble House, 36-39 Broad Street, Hereford, HR4 9AR

01179 728780

Bristol Office

37 Brislington Hill, Bristol, BS4 5BE

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.

The firm is not responsible for the content of external links.