Mike Boyles
Helping to plan a secure financial future
Mapping out your goals is the first step to financial security
Having a clear understanding of what your financial priorities are and putting a plan in place to achieve your goals puts you in control of money matters. Financial advice can go a long way to provide peace of mind that you are addressing the needs of you and your family. Working with a professional is an important investment in your future to make sure you’ve got everything covered.
I specialise in the following advice services:
- Wills & Power of Attorney
- Personal Protection
- Home & Contents Insurance
- Business Protection Planning
- Mortgage Planning
Mike Boyles
Independent Financial Adviser, Abacus AssociatesI am an Independent Mortgage and Equity Release adviser based in Hereford.
I am qualified to advise in all areas of Home Finance so have the expertise to determine whether a regular Mortgage or an Equity Release Plan is most suitable for you.
Do you have an interest only mortgage that needs repaying? Maybe you are a First Time Buyer with no knowledge of how to buy your first home or Retired and needing to release capital to help you fund your retirement. Whatever your situation, be assured that I always take the time to guide my clients safely through the confusing mass of rates, fees and product options.
I live in Hereford as do most of my clients but I am happy assist if you live in Ross-on-Wye, Ledbury, Bromyard, Leominster, Abergavenny, Monmouth and surrounding areas. Abacus Associates are based in Hereford.
An Integrated Approach to Financial Services
Below you can see what advice I specialise in. If there are additional services you require, Tavistock Investments provides support in other aspects of financial advice, and I can put you in touch with someone.
Our Independent Financial Advice process:
Create
ISAs, Junior ISAs, other general investments to suit your needs
Build
Mortgages, buy-to-let, other borrowing, cash management
Protect
Income protection, life insurance, critical illness, later-in-life
Enjoy
Pensions, trusts, equity release, wills, inheritance & estate planning.
My specific areas of expertise:
Personal protection
Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.
Wills & power of attorney
Making a Will is essential to ensuring that your wealth benefits those whom you choose and is not taken by taxation, unnecessary legal costs and beneficiaries chosen by the law.
Mortgages
Securing the right mortgage can make the difference between a property that becomes a happy and secure family home and one that ends up as a financial burden.
Business protection planning
The importance of business protection is often overlooked but is key to helping business owners plan for the unexpected.
Home and content insurance
The largest and most important purchase most of us will ever make in our lifetime is our own home.
First consultation at my cost
If you are ready to receive your first consultation at no expense, please click the button below, and you will be directed to a form called Getting Started. Provide as much information as you are comfortable to give, and I will contact you once I receive it.
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