James Gill
Helping to plan a secure financial future
Mapping out your goals is the first step to financial security
Having a clear understanding of what your financial priorities are and putting a plan in place to achieve your goals puts you in control of money matters. Financial advice can go a long way to provide peace of mind that you are addressing the needs of you and your family. Working with a professional is an important investment in your future to make sure you’ve got everything covered.
I specialise in the following advice services:
- Lifetime Financial Planning
- Pension & Retirement Planning
- Investment & Wealth Management
- Later Life & Estate Planning
- Wills & Power of Attorney
- Personal Protection
James Gill
Independent Financial Adviser, Abacus AssociatesWith over 16 years of experience as a Financial Adviser, I understand the value of long-term relationships between advisers and clients and I try to provide this with everyone that I work with.
My clients benefit from the wide choice of products and providers I offer, as well as a high level of trust; an essential for a successful adviser/client relationship.
I like to fully understand my client’s goals and aspirations to ensure the advice I offer is a perfect fit, and I am passionate about making these dreams a reality. With my guidance surrounding financial decisions, I am lucky enough to be involved at all the significant landmarks of a client’s life, and to help guide towards the right choices for them.
I am passionate about delivering a first class, long-term relationship with my clients and have extensive experience of over 16 years as a Financial Advisor, as well as being a long-standing member of the Personal Finance Society. I enjoy and am incredibly grateful for the custom of many long-standing clients who trust my judgement and have kindly remained with me over the years.
I am driven by helping clients get the right level of advice, at a cost that is affordable to them, in a concise and clear manner.
I have lived in Cardiff since arriving here in my late teens as a student. I now live in the city with my wife and two children.
An Integrated Approach to Financial Services
Below you can see what advice I specialise in. If there are additional services you require, Tavistock Investments provides support in other aspects of financial advice, and I can put you in touch with someone.
Our Independent Financial Advice process:
Create
ISAs, Junior ISAs, other general investments to suit your needs
Build
Mortgages, buy-to-let, other borrowing, cash management
Protect
Income protection, life insurance, critical illness, later-in-life
Enjoy
Pensions, trusts, equity release, wills, inheritance & estate planning.
My specific areas of expertise:
Investment & wealth management
Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.
Personal protection
Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.
Lifetime financial planning
If you have a Defined Benefit or Final Salary pension scheme, there may be individual circumstances where a pension transfer could be advantageous.
Later life & estate planning
We spend a lifetime building our wealth, so it’s important to find the most effective way to protect your assets, in order for you to pass them on to those you love as efficiently as possible.
Pensions & retirement planning
When you think about the future, what does your retirement look like to you? An important question which we can help you answer.
Wills & power of attorney
Making a Will is essential to ensuring that your wealth benefits those whom you choose and is not taken by taxation, unnecessary legal costs and beneficiaries chosen by the law.
First consultation at my cost
If you are ready to receive your first consultation at no expense, please click the button below, and you will be directed to a form called Getting Started. Provide as much information as you are comfortable to give, and I will contact you once I receive it.
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