All Abacus Advisers are professionals who can help:

CREATE. MANAGE. PROTECT YOUR WEALTH.

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

e:  ronangregory@abacusadvisers.co.uk

Leave me a message today:

Please also indicate to me which services you are particularly interested in:

Please Select

9 + 6 =

Please complete the sum next to the message button placing the answer in the box provided, before sending your message.

Complete the form above to receive a callback

Testimonials

”Testimonial to go here”

Client Name

Job Title, Company Name

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

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