Cert CII (MP&ER)
Independent Mortgage and Equity Release 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.
Dear Mike, I would just like to say how grateful I am to you for all your help with my grandparents and their mortgage issue. You were kind, compassionate and communicated in a friendly and understandable way. Their mortgage issue has now been resolved and this means they can carry on living in the family home for as long as they wish to. My grandparents wished me to pass on their thanks for everything you have done, you really went above and beyond to get the us right solution. Me and my family do and will continue to recommend your services where ever and whenever possible. Kindest regards.
Mike helped us get our first mortgage in difficult circumstances, living in an overpriced market as we do! He handled everything from distance admirably and with great professionalism. His demeanour was always calm throughout what we all know is a traumatic period, including a last minute pull-out of our first choice flat.
We were recommended to him, and couldn’t recommend him highly enough ourselves. We owe him a great debt of gratitude for seeing us through and securing a mortgage on our home, often needing to go well beyond the call of duty. Once again Mike, thanks-a-million.
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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.
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