I work from my home office in Scunthorpe and operate throughout North Lincolnshire and South Yorkshire.
I have 30 years experience within the Financial Services industry. During that time I have held various advisory and management positions with several different companies. I am a member of the Personal Finance Society.
My goal is to provide friendly, solid, down to earth, fully independent financial advice in the area’s of investments, pensions, wealth management and protection. Also I have extensive experience of advising teachers about their pension scheme and retirement options. Since the recent changes to pension rules, I have had many requests to help clients understand the new choices they now have about when and how to access their pension funds in the most tax efficient way. I can also guide business owners through the changes to Workplace pensions and help them set up the most suitable scheme for their company.
I am committed to building lasting relationships with all my clients and pride myself on providing a tailored ongoing service which delivers as much ongoing support as they require.
The majority of my clients live and work in the Scunthorpe and Doncaster area but I also travel to clients in Sheffield, Lincoln and Grimsby. The personal, face to face service I provide involves meeting clients in their homes or workplaces at a time that suits them.
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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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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