Certified Financial Planner™ and
Chartered Wealth Manager
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.
He talked me through a range of options to save and together we came up with the perfect option for myself. I was able to assess how cautious I wanted to be with my investments and how much money I could afford to save. It was a perfect combination of advise and my own decisions.
Ravi was able to arrange a meeting and explained to us various products available to us specific to our requirements. We were able to go away and think about what we had discussed and came back with more questions, which Ravi professionally answered and further help narrow down our search.
Ravi went through everything in fine detail, giving me plenty of options, making sure I understood everything that was being said.
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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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