Richard Kolasinski

Independent Financial Adviser

Richard Kolasinski FPFS

Pensions, Investments, Financial Planning, Wealth Management, Life Assurance, Retirement Planning, Wills and Powers of Attorney.

location : Bristol

my expertise

I am an experienced Chartered Financial Planner and Fellow of the Personal Finance Society providing financial advice to private individuals and businesses across the UK, particularly in the South West. I have experience in dealing with all aspects of holistic financial planning alongside the required level of expertise and qualifications to provide advice on all types of pension transfers.

I’ve been working in the financial services industry for 22 years and I have taken pride in achieving many qualifications.

From a professional standpoint, I pride myself on my ethical values and personable approach that helps build strong meaningful long term relationships with my clients, colleagues and professional connections. I’m an open minded individual which I believe is an invaluable essential component in providing financial planning in our ever evolving/changing industry.

Passing on my knowledge and expertise to clients is very rewarding for me as I have a natural desire to help others; this comes hand in hand with treating clients with the upmost respect not only as a fellow human but also as an adviser to them. 

I take great pleasure in building respectful and trusting relationships with my clients whilst delivering the best advice in a professional manner.  My ultimate aim and one of the most enjoyable aspects of my job is helping others reach and achieve future visions through bespoke advice.

Outside of work I enjoy spending time with my wife, our son’s and granddaughter.  I like to keep fit by running and playing football along with going to gigs when I can.

 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.

Message Richard

Richard 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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01432 343 322

Head Office – Hereford

Abacus Associates

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 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.

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

Abacus Associates