All Abacus Advisers are professionals who can help:
CREATE. MANAGE. PROTECT YOUR WEALTH.
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.
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
Your home may be repossessed if you do not keep up repayments on a mortgage
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