Independent Financial Adviser
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.
Stuart Kerrod has been my financial advisor for the last five years. During this time he has taken the time to get to know me, my expectations, and my attitude to risk, this gives me every confidence that not only my financial goals are well understood but also my comfort level. Stuart regularly provides me with updates, and he has always been available to answer any questions or to explain options within my portfolio.
Stuart has been my financial advisor for 8 years and has always been very professional, efficient, informative, non pushy and most importantly patient in explaining the finer detail to me in terms that I can understand.
I have known Stuart Kerrod for at least 5 years. During this time he has been my Financial Advisor giving myself very sound financial advice. He has taken the time to thoroughly understand my finances, my wishes for retirement and my attitude towards risk. His advice and subsequent actions has resulted in myself realising my retirement plans.
He is always available to contact, carries out regular reviews, and has answered every question asked of him so far. I have every confidence in his ability and look forward to many years with Stuart as my Financial Advisor.
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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 and some aspects of tax planning are not regulated by the Financial Conduct Authority.
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