Steve Williams

DipPFS

Independent Financial Adviser

Steve Williams DipPFS

Financial Planning, Investments, Pensions, Inheritance Tax, Retirement, Wills & Estate, Protection and Corporate Planning.

email: stevewilliams@abacusadvisers.co.uk 

tel: 01432 343 322
m: 07939 277779

Location : Essex

my expertise

I have over 30 years’ experience of providing Financial Advice to clients and I am a member of the Personal Finance Society (PFS). I am based in Brentwood, Essex and provide my Independent Financial Advice services throughout the South East. This includes Essex, London, Kent, Hertfordshire, Suffolk and Norfolk.

My primary goal is to fully understand my customer’s needs and ensure the advice matches those needs. With my experience and knowledge and as an Independent Adviser, I have the whole of the market available, and this ensures that I am in the best position to advise my clients. My main focuses are Investment Planning, Investment Consolidation, Wealth Management, Pension Planning including At Retirement, Inheritance Tax Planning and Protection. I am also able to provide Will Planning and Lasting Power of Attorneys.

I am committed to providing excellent value and choice for my clients and as no client is the same, the advice will be unique to the client. I avoid the use of jargon and have a down to earth approach to ensure clients are kept at ease during any meetings.

Whilst being a representative of Abacus Associates I am essentially working for my clients. I am passionate about providing ongoing reviews for my clients, as this ensures any advice remains suitable due to any potential changes in their individual circumstances, and any legislative and market changes.

I see most of my clients in the comfort of their own homes. Please do not hesitate to contact me should you wish to make an appointment or discuss any aspect of your financial needs.

 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”

Just so grateful for all of the guidance which you have given me over these last 15 years. Life presents milestones as well ups and downs. I just feel so fortunate to know someone such as you to explain possible options in your clear, thorough, and understandable manner when so much of the jargon of the ever changing financial world can just seem incomprehensible and overwhelming.

Peter

Client, London

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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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