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All Regions
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nORTH
Fiona Brown DipPFS
Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
Huddersfield
Chris Pickles BA (Hons), DipRSA, IAD (ACSI)
Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
Holmfirth
Frances Whittingham DipFA
Pensions and retirement, investments, personal and business protection, corporate financial planning, inheritance tax and estate planning, long term care and care fees planning, Court of Protection.
Hartlepool
Rob Bird DipPFS
Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
Leeds/Wakefield/Dewsbury
Tracey Greene BA (Hons) CeMAP CeFA DiFA
Financial Planning, Investments, Protection, Retirement, Estate Planning, Workplace Pensions.
Sheffield
NORTH EAST
George Hartley DipPFS
Financial Planning, Pensions and Retirement, Investments, Protection, Mortgages, Inheritance Tax Planning, Workplace Pensions.
Location :
Stokesley
Susan Hemingway DipPFS
Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
Location :
Location :
York
Martin Jinks DipPFS
Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
Location :
Middlesborough
Nick Maughan Bed, DipEd, DipPFS
Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
Location :
Location :
Hull
NORTH WEST
Andrea Murray DipPFS CeMAP
Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
Widnes
Andy McDonald BA (Hons) DipPFS
Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
Wigan
Paul Stanley DipPFS BSc (Hons) Banking & Financial Planning
Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
Runcorn
Tim Sands Chartered MCSI
Financial Planning, Wealth Management, Investments, Pensions, Mortgages, Protection, Tax, Wills, Trusts, Power of Attorney, Corporate Planning.
Merseyside
WEST MIDLANDS
Andy Walker DipFA CeLTCI AwPETR
Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
Location :
Location :
Telford
Barry James DipFA
Pensions, Investment Planning, Tax Planning, Personal & Business Protection, Wills, LPAs, Keyman and Group Life Cover.
Location :
Location :
Hereford
Chris Aspey DipPFS Cemap
Pensions, Investments, Mortgages, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
Location :
Location :
Hereford
Greg Macfarlane
Pensions, Investments, Mortgages, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
Location :
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 :
Location :
Ludlow
Huw Davies DipFA
Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
Location :
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 :
Location :
Solihull
Jon Lowe DipPFS
Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
Location :
Location :
Wolverhampton
John Otway DipPFS
Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
Location :
Location :
Hereford
Malcolm Harper Adv CeMAP DipPFS
Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
Location :
Location :
Hereford
Margaret Pooley-Smith DipPFS CertsCII (MP&ER)
Pensions, Investments, Mortgages, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
Location :
Location :
Hereford
Martin Field DipPFS AwPETR
Pensions – Personal, Investment Planning, Tax Planning, Property Planning (Mortgages) and Workplace Pensions.
Location :
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 :
Location :
Hereford
Rob Guiney DipPFS CeMAP
Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
Location :
Location :
Hereford
Sam Donovan DipPFS
Financial Planning, Investments, Pension, Inheritance Tax, Retirement, Corporate and Protection Planning.
Location :
Location :
Stratford-upon-Avon
Sam Kossar DipPFS
Financial Planning, Investment, Mortgages, Retirement, Estate Planning, Workplace Pensions.
Location :
Location :
Birmingham
Steve Gordon DipPFS
Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
Location :
Location :
Worcester
Richard Wood APFS FPFS
Pensions, Investments, Financial Planning, Equity Release, Inheritance Tax, Corporate Financial Planning.
Location :
Location :
Warwick
Stuart Millichip DipPFS
Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
Location :
Location :
Tenbury Wells
Stacy Coldicott BA(Hons) DipFA CeMAP
Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Mortgages, Wills and Powers of Attorney, Estate Planning.
Location :
Redditch/Shrewsbury
Terry Murphy DipPFS CertsCII (MP)
Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Mortgages, Wills and Powers of Attorney.
Location :
Location :
Wolverhampton
Will Ward MLIBF DipFA CeMAP
Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
Location :
Location :
Staffordshire
EAST
Ashley Potts DipPFS
Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
Location :
Location :
Loughborough
Barry James DipFA
Pensions, Investment Planning, Tax Planning, Personal & Business Protection, Wills, LPAs, Keyman and Group Life Cover.
Location :
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 :
Location :
Colchester
Paul McDonald DipPFS
Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
Location :
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 :
Location :
Hampshire
Simon Glanville
General Financial Planning, Investment Planning, Retirement Planning and Business Protection Planning.
Location :
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 :
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 :
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 :
Location :
Peterborough
Nila Mistry DipPFS
Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
Location :
Location :
Essex
RAVI DADLANI CFP™
Pensions, Investments, Financial Planning, Estate Planning, Life Insurance, and Critical Illness and Income Protection.
Location :
Location :
London
Robert Isherwood MLIBF
Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Care Fees Planning, Wills and Powers of Attorney.
Location :
Location :
Stevenage
Steve Williams DipPFS
Financial Planning, Investments, Pensions, Inheritance Tax, Retirement, Wills & Estate, Protection and Corporate Planning.
Location :
Location :
Essex
Ravi Gill, DipPFS, BSc (Hons)
Pensions, Investments, Tax Planning, Life Insurance, Critical Illness and Income Protection.
Location :
London
Michael Powell DipFA
Pensions, Investments, Life assurance, Income Protection, Wills, Lasting Powers of Attorney and Mortgages.
Location :
Byfleet
Paul Shackleton MEng, DipPFS
Pensions, Investments, Life assurance, Income Protection, Wills, Lasting Powers of Attorney and Mortgages.
Location :
Banstead
Matt Birch
Long-term Planning, Retirement, Pensions, Investments, Wealth Management, Personal & Corporate Protection, Estate Planning, Wills and Powers of Attorney.
Location :
London and 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 :
Location :
Bristol
Arnie Tilki DipPFS
Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
Location :
Location :
Bristol
Bob Hammick DipPFS
Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
Location :
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 :
Location :
Cheltenham
Mark Thomas CeMAP
Mortgages, Life Assurance, Income Protection, Wills, Lasting Power of Attorney, Home and Contents Insurance.
Location :
Location :
Bristol
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
Paul Dominguez DipPFS
Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
Location :
Location :
Gloucester
Phil Wallhead CeMAP
Mortgages, Life Assurance, Income Protection, Wills, Lasting Power of Attorney, Home and Contents Insurance.
Location :
Location :
Bristol
Paul Smith DipPFS Cert(MP)
Financial, Investment, Pensions, Wealth, Mortgages, Insurance, Protection, Tax Planning and Pensions.
Location :
Location :
Forest of Dean
Phil Hawkins DipPFS
Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
Location :
Location :
Bristol
Spencer Tovey
Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
Location :
Location :
Bristol
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WALES
Chris Hall BA (Hons)
Retirement Planning, Pension Transfers and Later Life Planning, Teacher’s Pension and Local Government Pension Schemes.
Location :
Location :
Caerphilly
Craig Burridge DipPFS
Pensions, Retirement Planning, Investments, Tax Planning, Life Assurance, Critical Illness, Income Protection, BusinessKey Man and Relevant Life.
Location :
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 :
Location :
Abertillery
James Gill BA (Hons) DipPFS
Investments, Pensions, Life Cover, General Insurance as well as Wills & Power of Attorney.
Location :
Location :
Cardiff
John Phillips DipPFS
Financial Planning, Investment, Protection & Insurance, Retirement, Pension, Estate, Tax and Business Protection.
Location :
Abergavenny
Mike Dennes
Mortgages, Life Assurance, Income Protection, Wills, Lasting Power of Attorney, Home and Contents Insurance.
Location :
Location :
Abertillery
Phil Buttle DipPFS
Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
Location :
Location :
Wales
Rob Evans BSc (Hons) BTP DipPFS
Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
Location :
Location :
Wales
Steve Thomas DipPFS
Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Wills and Powers of Attorney.
Location :
Location :
Newport
Calvin Lister DipPFS
Pensions, Investments, Life assurance, Income Protection, Wills and Lasting Powers of Attorney.
Location :
Newport
Phil Protheroe BA(Hons), DipFA
Protection, Retirement Planning, Investments, Financial Planning, Wealth Management, Mortgages, Equity Release, Wills and Estate Planning.
Location :
Location :
Porthcawl
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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.
