ABA Wealth Solutions Limited

Independent Financial Adviser  HARLEY HOUSE, CHELTENHAM, GLOUCESTERSHIRE, GL50 1JN
First meeting at adviser's own cost
My aim is simple: to provide honest, independent, professional advice in a timely manner through accessing a full range of financial solutions from the whole of market.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Income protection insurance
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Life insurance
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Small business
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Estate planning
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Taxation planning
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
Response rating
9.3/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Akbar Patel
Director and Independent Financial Adviser

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

ABA provides you with bespoke advice in all areas of financial planning; achieved through understanding your individual needs, building long term relationships and helping you to achieve your financial aspirations.

Being independent is part of what makes us different. It’s the reason we are free to advise you about products from the entire financial marketplace. We don’t act on behalf of any bank or insurance company; so our recommendations are solely about what’s right for you.

Our services

I have nearly 14 years financial services experience and pride myself in providing first class advice on Wealth Planning, Pensions, Residential Mortgages, Protection and Inheritance Tax Planning.

Where to find us
Head office address: HARLEY HOUSE, 29 CAMBRAY PLACE, CHELTENHAM, GLOUCESTERSHIRE, GL50 1JN
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

ABA Wealth Solutions Limited is an appointed representative of 2plan wealth management Limited. It is authorised and regulated by the Financial Conduct Authority and is entered on the FCA register under reference 916299.

Response rating
9.3/10
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FCA authorised
Last authorised 16th November 2020

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