Independent Financial Adviser
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.
Martin is very personable and approachable. He understands our financial objectives and goals and nothing is too much trouble. He has a common sense, pragmatic approach, interpreting often confusing financial jargon into layman’s terms. Martin is organised, well planned and proactive in managing our finances, he communicates well and ensures all discussions are appropriately followed up.
I am still in the early stages of consulting Martin, but I have found him to be helpful, quick to understand my situation and able to call upon other specialist advisers where necessary.
We have known Martin for around 6 years and in that time he has always had what is best for us at the forefront. He always takes the time to visit us and understand where are as regards to our situation and attitude to risk – no small feat when dealing with my husband!!Martin has always explained things in very clear, easy to understand language and keeps us fully informed on things like how new legislation will affect us.
I am struggling to find anything to say on this as Martin has always been very approachable, professional and reacts to our requests in a prompt manner.
Martin has provided really valuable advice in simple terms! He explained things clearly when I did not understand. He kept me informed with progress along the way and delivered everything he said he would in a timely manner. He was very thorough with his attention to detail, listened well to my needs and advised accordingly.He was very flexible with appointment times and punctual!
Martin Clearly understood our requirements and provided a range of options that suited our needs, would certainly recommend Martins straight forward approach to doing business.
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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.
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