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. Currently I am operating under Tavistock Partners UK, with my main goal being 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

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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.

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DD: 01656 771747

MOB: 07859 129580

Tavistock Partners

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 Bracknell Beeches, Old Bracknell Lane, Bracknell RG12 7BW, 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