James Kenward
BSc (Hons) DipPFS
Independent Financial Adviser
James Kenward BSc (Hons) DipPFS
General Financial Planning, Investment Planning, Retirement Planning, Corporate Planning and Protection Planning.
location : Bristol
my expertise
I am qualified in regulated financial planning and a member of the personal finance society. I spend my time between Bristol and Wiltshire and provide independent financial advice throughout the surrounding areas. I have been working in pensions & investments since joining the industry in 2006.
I strive to keep things simple and straightforward in all communications. I believe in giving advice that is easy to understand and without jargon. I love to educate and illuminate clients so they are comfortable and confident in achieving their financial goals. I want my clients to see me as the first port of call whenever they have a money related question or query.
I provide truly independent financial advice and some of the areas that I help my clients are investments, pensions and retirement planning, wealth management, protection (personal & business) including life cover, critical illness cover, income protection, key man and relevant life insurance.
My clients are always the most important thing to me and I enjoy building longstanding relationships. I always put integrity, honesty and respect at the forefront of what I do.
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.
Message James
James would love to answer any questions and/or schedule a free consultation. Please call or send him an email by completing the form below.
Please leave a message below (including your postcode), and James will contact you as soon as possible.
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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.
