ABA Wealth Solutions Limited

Independent Financial Adviser  HARLEY HOUSE, Cirencester, Gloucestershire, GL7 2NS
First meeting at adviser's own cost
The 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
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Buy my next home
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
Unit trusts
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
10/10
check
FCA authorised
Last authorised 6th April 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 astute, 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

We have over 12 years financial services experience and pride ourselves in providing first class advice on Wealth Planning, Pensions, Mortgages, Protection and Estate Planning.

We will work with you on an individual basis and provide tailored advice that will give you peace of mind when it comes to your money.

Where to find us
Head office address: HARLEY HOUSE, 29 CAMBRAY PLACE, CHELTENHAM, GLOUCESTERSHIRE, GL50 1JN
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
10/10
check
FCA authorised
Last authorised 6th April 2020

Similar advisers near you

Independent Financial Adviser 0.83 mi
Our knowledgeable team can provide expert advice on Pensions, Investments, Protection, Mortgages, Inheritance Tax Planning and Equity Release.
 
Independent Financial Adviser 1.41 mi
If you understand all the choices , we can do the rest.
 
Independent Financial Adviser 1.41 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 9.09 mi
As Chartered advisers we offer the highest standards of advice and integrity.