Stuart Kerrod

Independent Financial Adviser

STUART KERROD DipFA CeMAP

Financial Planning, Investments, Protection & Insurance, Retirement, Pensions, Wills & Estate and Business Protection Planning.

email: stuartkerrod@abacusadvisers.co.uk

tel:   01432 343 322

mob: 07763 229 699

Location : Worcester

my expertise

I am a Diploma qualified Financial Adviser based in Worcester, where I reside with my wife and 2 children. I have approximately 13 years’ experience in financial services, where I have gained extensive knowledge in a variety of areas within financial advice.

I offer an unbiased, friendly and professional service to meet the client’s needs and requirements, having access to most products and providers within the market place. I can meet clients in their own home or business on a 1st meeting basis with no obligation to find a suitable solution to meet the client’s needs.

Areas of speciality include pensions, retirement planning, investments, protection (personal & business), Wills & estate planning. Areas of advice outside of my scope can be referred to one of our other specialist advisers within the firm. This includes for example advice on mortgages, equity release and long-term care.

I operate from Worcester where I travel to see my existing and new clients in Worcestershire, Gloucestershire, Herefordshire, Stratford -Upon-Avon and Birmingham. These areas are not exhaustive, and I am willing to travel further if required and feasible to do so.

 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”

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.

Ali

Client, Gloucester

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.

Melissa Bone

Client, Gloucester

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.

Richard Walford

Client, Gloucester

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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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