ABA Wealth Solutions Limited

Independent Financial Adviser  HARLEY HOUSE, Cheltenham, Gloucestershire, GL50 1JN
First meeting at adviser's own cost
This is what I aim to do, to help you make good decisions about your money – providing clear information to help you achieve your financial goals.
We can advise you on
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
Buy to let
check
Buying first home
check
Flexible mortgages
check
Mortgage protection
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Socially responsible investments
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Estate planning
check
Taxation planning
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
Response rating
9.4/10
check
FCA authorised
Last authorised 17th February 2020
Meet our advisers
Akbar Patel

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

About us

I am part of 2plan wealth management which is a national advisory firm consisting of Financial Advisers and mortgage and protection specialists.

Being independent is part of what makes me different. It’s the reason I am free to advise you about products from the entire financial marketplace. I don’t act on behalf of any bank or insurance company. So my recommendations are solely about what’s right for you.

Working with 2plan also allows me to offer you all the benefits of a bigger organisation, such as the latest technology, greater financial strength, and the reassurance of a team of experts helping me to get things right first time.

Our services

I have many years experience of successful financial practice. I advise clients on a wide range of products, helping them to navigate through their financial journey and achieve their aims – from their first mortgage, right through into retirement and all the investment decisions along the way.

Of course, every client is unique, and so my approach is entirely personal; the aim is to get to know each individual and understand what’s important to them. As a 2plan adviser I have excellent relationships with professional firms such as accountants, solicitors and estate agents meaning that you can also benefit from a network of trusted professionals.

In addition, it’s very important for you to be aware of the significant changes that have taken place over the last few years across the financial services sector. In particular, that each regulated financial adviser now has to hold much higher levels of qualification than ever before. In addition to passing the new exams, we must also hold a current “Statement of Professional Standing” (SPS Certificate). This not only indicates that we have signed up to a code of ethics but also that we have completed at least 35 hours of professional training each year, to stay up to date with changes in the industry, taxation and regulation. My SPS Certificate provides positive re-assurance to my clients that not only am I authorised by our Regulator (The Financial Conduct Authority) but also appropriately qualified and up to date.

Where to find us

HARLEY HOUSE, 29 CAMBRAY PLACE, CHELTENHAM, GLOUCESTERSHIRE, GL50 1JN

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
9.4/10
check
FCA authorised
Last authorised 17th February 2020

Similar advisers near you

Independent Financial Adviser 0 mi
Helping you achieve financial wellbeing and peace of mind - in a friendly, approachable way.
 
Independent Financial Adviser 0.14 mi
Financial planning sits at the core of everything we do for our clients.
 
Independent Financial Adviser 0.14 mi
A trustworthy and diligent Wealth Management Company whose team have over 100 years experience in the financial planning sector.
 
Independent Financial Adviser 0.2 mi
At Macdonald Wealth we aim to bring a fresh, modern approach to wealth management.