Tracey Greene

Independent Financial Adviser

Tracey Greene

Financial Planning, Investments, Protection, Retirement, Estate Planning, Workplace Pensions.

Location : Sheffield

my expertise

I have been providing face to face financial advice for over 20 years within Sheffield and the surrounding South Yorkshire region to a wide diverse range of clients on both an individual basis and also business clients.

My commitment is to undertake a full holistic approach to financial planning in an honest, friendly and professional manner to all clients this means arranging an initial meeting to assess your needs and requirements, and then provide independent advice in all areas of Financial Planning.

Protection – Life Insurance, Family Protection, Income Protection, Business Protection

Pensions and Retirement planning – Including the new pension reforms and legislation, Options and choices on existing and new Pension arrangements, Specialist advice on Company pension schemes, and tailored specific advice for business owners on Auto Enrolment and Workplace pensions.

Estate Planning – Wills, Trusts, Lasting Powers of Attorney, Inheritance Tax planning

Savings and Investments – Options and Choices within the Independent marketplace to build up a nest egg for the future, or to advise on lump sum/ existing investments.

My recommendations are always given using clear, simple language that is easy to understand and relate to.

I place great importance in maintaining the trust and ongoing relationship I have with clients by providing a regular ongoing review of changing needs and circumstances. Abacus Associates are based in Hereford.

 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.

Complete the form below to arrange a discovery meeting

Message Tracey

Tracey would love to answer any questions and/or schedule a free consultation. Please call or send him an email by completing the form below.

Please leave a message below (including your postcode), and Tracey will contact you as soon as possible.

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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 Queen’s Square,
Ascot Business Park, Lyndhurst Road, Ascot, Berkshire, SL5 9FE, 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.

The firm is not responsible for the content of external links.

Abacus Associates