Sam Donovan
Helping to plan a secure financial future
Mapping out your goals is the first step to financial security
Having a clear understanding of what your financial priorities are and putting a plan in place to achieve your goals puts you in control of money matters. Financial advice can go a long way to provide peace of mind that you are addressing the needs of you and your family. Working with a professional is an important investment in your future to make sure you’ve got everything covered.
I specialise in the following advice services:
- Lifetime Financial Planning
- Pension & Retirement Planning
- Investment & Wealth Management
- Later Life & Estate Planning
- Wills & Power of Attorney
- Personal Protection
- Workplace Pension
- Business Protection Planning
Sam Donovan
Independent Financial Adviser, Abacus AssociatesI am based in Stratford-upon-Avon and provide my dedicated Independent Financial Advice services throughout Warwickshire, Wiltshire, Gloucestershire, Worcestershire, Oxfordshire, Berkshire, Bristol, Hampshire and Dorset. I have over 17 years’ experience as a Financial Adviser and I am a member of the Personal Finance Society.
My goal is to help my clients achieve their financial objectives through comprehensive and unique financial planning to increase or preserve wealth. I specialise in investments, pensions, at retirement options, inheritance tax planning, protection (life cover, critical illness cover, income protection), insurances and commercial advice (workplace pensions, business protection).
I provide a bespoke advice service based on individual needs and aspirations to ensure my clients are confident that their financial plans meet their requirements. I am dedicated to providing a great level of customer service and take the time to explain my advice without the use of jargon, so that my clients understand the solutions we agree. I always put the client at the heart of everything I do and always go the extra mile to help out.
I am extremely passionate about providing ongoing advice and conducting regular reviews of my clients’ circumstances to ensure their financial affairs remain suitable in light of individual circumstances, legislative and market changes. You can rest assure that I will provide you with expert financial advice.
Although I live in Stratford-upon-Avon I regularly travel around Warwickshire, Wiltshire, Gloucestershire, Worcestershire, Berkshire, Bristol, Hampshire and Dorset to provide my Independent Financial Advice services to my clients. Abacus Associates are based in Hereford.
An Integrated Approach to Financial Services
Below you can see what advice I specialise in. If there are additional services you require, Tavistock Investments provides support in other aspects of financial advice, and I can put you in touch with someone.
Our Independent Financial Advice process:
Create
ISAs, Junior ISAs, other general investments to suit your needs
Build
Mortgages, buy-to-let, other borrowing, cash management
Protect
Income protection, life insurance, critical illness, later-in-life
Enjoy
Pensions, trusts, equity release, wills, inheritance & estate planning.
My specific areas of expertise:
Investment & wealth management
Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.
Personal protection
Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.
Lifetime financial planning
If you have a Defined Benefit or Final Salary pension scheme, there may be individual circumstances where a pension transfer could be advantageous.
Later life & estate planning
We spend a lifetime building our wealth, so it’s important to find the most effective way to protect your assets, in order for you to pass them on to those you love as efficiently as possible.
Pensions & retirement planning
When you think about the future, what does your retirement look like to you? An important question which we can help you answer.
Wills & power of attorney
Making a Will is essential to ensuring that your wealth benefits those whom you choose and is not taken by taxation, unnecessary legal costs and beneficiaries chosen by the law.
Workplace pensions
As an employer, you must auto-enrol certain staff into a workplace pension scheme and contribute towards it in order to meet legislative obligations.
Business protection planning
The importance of business protection is often overlooked but is key to helping business owners plan for the unexpected.
First consultation at my cost
If you are ready to receive your first consultation at no expense, please click the button below, and you will be directed to a form called Getting Started. Provide as much information as you are comfortable to give, and I will contact you once I receive it.
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