John Phillips

DipPFS

Independent FINANCIAL ADVISER

JOHN PHILLIPS DipPFS

General Financial Planning, Investment Planning, Protection & Insurance Planning, Retirement Planning, Pension Planning & Workplace Pensions, Estate Planning, Inheritance Tax Planning and Business Protection Planning.

email: johnphillips@abacusadvisers.co.uk

tel: 01432 343 322

m:  07595 536 415

Location : Abertillery

my expertise

I am a fully qualified Independent Financial Adviser covering South and South East Wales as well as Herefordshire and Gloucestershire. I am based in Ebbw Vale and Abergavenny and specialise in providing advice to my clients regarding their monies held on deposit, investments, pensions, retirement, inheritance tax planning, protection (life cover, critical illness cover, income protection), insurances and commercial advice (workplace pensions, business protection). I also provide advice to the teaching profession.

I am also very passionate that, not only as an Adviser,  that it is immensely important to help our children and youngsters with a sound financial knowledge.  I therefore visit schools to present to the pupils a lesson on the basics of finance outside the classroom, as well as a bespoke presentation to the teaching staff.

Having worked in the industry for 25 years and as an adviser for the past 17 years, I have worked for both Chartered Accountants and some of the large UK banks.

I thoroughly enjoy speaking to my clients to assist them to understand their financial position both now and for the future and take pride in providing advice in a clear, friendly and professional way.   I believe it is important to have absolute clarity on the service I provide and my fees and I feel regular reviews ensure that my client’s financial plans are on track.

Will writing and ensuring my client’s properties are owned in the right way is something that is hugely important and it is a subject that I am speaking to more and more of my clients about.

I am keen to help schools and clients in an around Swansea, Bridgend, Cardiff, Newport, The Valleys, Ebbw Vale, Abertillery, Abergavenny, Bristol, Hereford, Worcester, Cheltenham and Gloucester.

 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 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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