Independent Financial Adviser
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.
“Paul and I would like to thank you for all the time and effort you have put in helping us with our work pensions and our private investments, the advice you have given us over the years has been so valuable to us. You have been a great help in growing our business, your expert knowledge and experience has helped us so much, you are credit to the financial industry and your company”.
“I have known Mr Ian Jessop since 2000, where he was my business personal account adviser whilst working for a large high street bank. In 2013 Ian advised me he was leaving his position, embarking on a new role within Abacus Financial Services as an Independent Financial Adviser, allowing him to deliver his skills into the whole of the client market requirements. I did not hesitate to continue with my trust in Ian and reallocated into his capable hands both my business and my personal financial needs. On his advice, we reviewed both my company pension, prior existing pension schemes and personal circumstances against a full financial review, with the risks involved being totally explained in complete confidence. Where had it not been for Ian, my savings would be languishing in building society accounts earning minimal interest and my retirement fund would be found to be wanting, as would any benefits and entitlements for my family would had been, if I was to depart this life.
To emphasise my trust, I had no qualms in advising my wife, daughter and son to all use Ian for advice and again they have reaped rewards as I have done. Ian is honest, transparent, always giving me the best advice for our particular set of circumstances, helping to organised our savings, my will and pension funds to maximise income returns. I know that I can always depend on him for his in depth knowledge of financial issues, always aware of options and being fully up to date with all the latest financial regulations.
We cannot thank Ian enough, he is trustworthy, reliable and a easy to communicate with, nothing is too much trouble and we have no hesitation in recommending Ian’s services.”
“The most important aspect of finding a Financial Advisor is Trust. I chose Ian Jessop because I know that any advice he gives me, he has already done a lot of research into and he is confident that is the correct step forward for my situation. Ask him a question and he will give an informed answer and being under the Abacus umbrella they have a lot of resources available. I have total confidence in Ian and the advice he gives.”
“Ian has advised me over the past 11 years, providing everything I needed to manage my growing business, assisting me with wise pension investment decisions, insurance and staying abreast of current financial legislation. He provided extensive support through the sale of my business and managed the investment of the proceeds of the sale so that I am now able to live my dream – having retired from my professional life before the age of 50, and am now able to enjoy owning and competing a string of nine dressage horses.
I trust Ian absolutely, am in awe at his level of knowledge and expertise, and can not recommend him highly enough.”
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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.
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