Matt Birch

 DipPFS

Independent Financial Adviser

Matt Birch DipPFS

Long-term Planning, Retirement, Pensions, Investments, Wealth Management, Personal & Corporate Protection, Estate Planning, Wills and Powers of Attorney.

location : London and Essex

my expertise

Hello and thank you for finding out more about me. I look forward to meeting you and helping with the most important aspect of your life, apart from your health, to achieve your financial wellbeing.

Before pursuing a career in finance I completed a law degree. Since then I have been a financial professional for over 24 years, with more than 13 years as an adviser. This includes 5 years advising families and business owners in Australia. There I reached the equivalent of Chartered status and I am almost at the same level here.

I work closely with my clients to provide tailored, inter-generational financial planning to achieve long-term goals and objectives. We work together to establish what is important to you and to identify what you want to achieve. Once we establish what financial freedom is to you, we can put in place suitable plans and work together over time to achieve that.

Apart from long-term financial planning, I primarily help clients with pension advice, including final salary/defined benefit schemes, small business advice and also individual and corporate protection so that you and your family are looked after in the event of illness, injury or passing away.

I work across the South-East, mostly in London or close to home in Essex. I can meet you in person either at your home or office, or at our office in central London.

 

 Stages of Advice I would cover on the [Life Events Timeline] are as follows:

Long-term Planning, Retirement, Pensions, Investments, Wealth Management, Personal & Corporate Protection, Estate Planning, Wills and Powers of Attorney.

Complete the form below to arrange a discovery meeting

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01432 343322

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 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.

Abacus Associates