James Gill

Independent Financial Adviser

James Gill CII (MP&ER)

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

email: jamesgill@abacusadvisers.co.uk

tel:   01432 343 322

mob:   07718 395 481

Location : Cardiff

my expertise

I am married with a daughter who is in the Welsh language education system.

I spent 13 years working as a Financial Adviser within branches of the Principality Building Society in Cardiff and the Vale of Glamorgan. It was in this role where I really understood the importance of longer term relationships between adviser and client. As an Independent Financial Adviser, a great number of my clients are benefiting from the wider choice of products and providers which I offer, as well as the high level of trust which is essential to underpin the adviser/client relationship.

I diligently get to know my clients full picture and their aspirations, which in turn means my advice is the ideal fit. I am passionate about helping my clients turn their goals and dreams to reality through making the right financial decisions and I am honoured to be at every significant signpost in life to help them make the right choices. This is the hallmark of my service and I am passionate about delivering a first class, long term relationship with my clients.

Please contact me if you feel I can be of help with advice on investments, pensions, life cover and general insurance, as well as Wills & Powers of Attorney.

 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.

Complete the form below to arrange a discovery meeting

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Jameswould love to answer any questions and/or schedule a free consultation. Please call or send him an email by completing the form below.

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01432 343 322

Head Office – Hereford

Abacus Associates

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

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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