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.

Click here to see my unbiased profile

 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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01432 343322

Abacus Associates

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