Phil Protheroe BA(Hons), DipFA

Independent Financial Adviser

Phil Protheroe BA(Hons), DipFA

Protection, Retirement Planning, Investments, Financial Planning, Wealth Management, Mortgages, Equity Release, Wills and Estate Planning.

 

location : Porthcawl

my expertise

I’m an Independent Financial Adviser, with over 20 years experience of providing the highest quality of advice to clients of all ages. My main goal is to provide clients, both new and existing, with a friendly, jargon free service. I hope to provide the help they need to achieve their financial aspirations and goals.

I can provide advice in retirement planning, both before and after retirement, as well as savings and investments. I am also passionate about protection and believe it to be the cornerstone of financial planning. 

In addition, I am able to advise on mortgages, and am qualified to give advice on equity release, will writing and estate planning. 

I’m based in Porthcawl, but cover the whole of South Wales and beyond, and can arrange meetings via video link if required. 

Away from work,  I’m married with teenage children, and a keen sportsman. I’m planning on completing an Ironman Triathlon, hopefully in 2022.

Find out more information about me and my services in the below article: 

 

https://issuu.com/seasidenews/docs/seaside_news__april_web_1b345e71e920e5

 

“CLIENT TESTIMONIALS”

“Phil has been our adviser for a number of years now, and has always provided us with a brilliant service. He is able to explain what we are doing in a way we understand, and we wouldn’t hesitate to recommend him to others.”

Mr & Mrs P

Complete the form below to arrange a discovery meeting

Message Phil

Phil would love to answer any questions and/or schedule a free consultation. Please call or send him an email by completing the form below.

Please leave a message below (including your postcode), and Phil will contact you as soon as possible.

 

Please also indicate which services you are particularly interested in:

Please select

4 + 10 =

DD: 01656 771747

MOB: 07859 129580

Abacus Associates

Kemble House, 36-39 Broad Street,
Hereford. HR4 9AR

Abacus Associates is a trading style of Saltus Partnership Limited which is authorised and regulated by the Financial Conduct Authority. FCA reference number: 554381

Registered office: Solent Business Park, 4500 Parkway, Whiteley, Fareham PO15 7AZ. Registered number: 07586042

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.

Capital is at risk and you may get back less than you invest.

The firm is not responsible for the content of external links.

Abacus Advisers