Sam Kossar

DipPFS

Independent Financial Adviser

Sam Kossar DipPFS

Financial Planning, Investment, Mortgages, Retirement, Estate Planning, Workplace Pensions.

email: samkossar@abacusadvisers.co.uk

tel:   0121 516 9191

mob: 07972 522 016

Location : Birmingham

my expertise

I have over 10 years’ experience in the Financial Services industry. My aim is to help clients to preserve or grow their wealth by providing first rate advice in the areas of investments, pensions, wealth management, mortgage finance, insurance, protection and inheritance tax.

I also offer my services to the commercial market and have extensive knowledge around workplace pensions.

I’m committed to delivering better value and choice for my clients, and a service that is unique. I focus on growing and preserving the wealth of individuals, families and businesses. My clients work extremely hard to build their wealth, and I apply the same effort to ensure their wealth grows as efficiently as possible, with the use of effective portfolio and tax planning.

You can rest assured that I will provide you with expert financial advice plus regular reviews and evaluations of your financial plans.

Although most of my clients are from Birmingham and the West Midlands, I do travel to clients and act as an Independent Financial Adviser for clients from Manchester, London, Nottingham and Leicester.

I am based in Birmingham and operate throughout the West Midlands. I have over 10 years’ experience in the Financial Services industry.

 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.

“CLIENT TESTIMONIALS”

We have been using Sam’s services for a few years now and are always impressed with her vast knowledge and professionalism.

Our needs/requirements have changed over the years, but she is always up to date and aware of legislative changes.

She has always given us sound advice and is available via phone and email at short notice. We have recommended her to many of our friends and family and will continue to do so.

Steve and Marie Khela

Client

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Message Sam

Sam 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 Bracknell Beeches, Old Bracknell Lane, Bracknell RG12 7BW, 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.

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