All Abacus Advisers are professionals who can help:


Ronan Gregory

I am an Independent Financial Adviser and I live in Bedwas near Caerphilly and I have long term clients from Cardiff to Carmarthen, Swansea, Newport and across all the South Wales Valleys. I have over 16 years’ experience in Financial Services and I am a proud member of the Personal Finance Society (PFS).

I provide a reassuring and comprehensive service to my clients, by firstly understanding my client’s needs and aspirations and then build a long term relationship that aims to preserve and grow their wealth by providing a yearly on-going review service.

My areas of specialism are Independent Investment planning, Pensions, Wills and Estate Planning, Insurance , Inheritance Tax planning, Workplace Pensions and Business protection. I put my clients at the heart of everything I do so I can ensure an unbiased whole of market service that truly is Independent.

I believe that good old fashioned values still stand in a modern society and that by providing a face to face bespoke service will ensure that this service will stand the test of time.

Having two young children, I am an active member of local sports clubs, charities and organisations and I believe in supporting local businesses, that are the beating heart of every community.

Although I live in Caerphilly I travel regularly to Cardiff, Swansea, Neath, Pontypridd, Newport and across the South Wales Valley’s and I provide a free no obligation initial meeting.

Ronan Gregory


Areas of Advice provided:

General Financial Planning, Investment Planning, Insurance Planning, Pensions Planning, Inheritance Tax Planning, Workplace Pensions, Retirement Planning, Wills & Estate Planning and Corporate Planning

Caerphilly Office: Caerphilly Business Park, Van Rd, Caerphilly, CF83 3GG

m: 07739 306 874

t: 02922 677 184


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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 Bracknell Beeches, Old Bracknell Lane, Bracknell  RG12 7BW, Company Number 04961992

Will writing is not regulated by the Financial Conduct Authority

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