Independent Finacial 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.
“I first asked Neil for financial advice about 5 years ago, it can be quite daunting planning and investing for your future and Neil explains in easy to understand terms and puts you at your ease. I found him to be friendly, knowledgeable and very professional. I have been very satisfied with his advice and pleased with the returns so far on my investments and would have no hesitation in recommending Neil to anyone wanting financial advice.”
“We have known Neil since 2008 when he first advised us on our financial situation. On his advice we invested in a Bond for a considerable amount of money (to us) which was tied up for a minimum of 5 years, which we were initially apprehensive about. However, this bond has gone from strength to strength and the best investment we have ever made. He also advised on smaller investments which have also done well. We cannot thank Neil enough. He is very trustworthy, reliable and a very easy to talk to person explaining everything to you along the way. Nothing is too much trouble. His job requires an in depth knowledge of financial issues and he is always aware of options and is fully up to date with all the latest financial regulations. We cannot recommend him enough. Thanks Neil”
“Mr Harden has been my adviser for more than 5 years. I have found him to be honest and transparent, always giving me the best advice for my particular set of circumstances. Had it not been for him, my hard earned cash would be languishing in bank and building society accounts, earning minimal interest. He has organised my will and pension fund to maximise my income. I know that I can always depend on him to look after my interests. I am most grateful to him and can highly recommend him.”
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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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