Richard Wood- Abacus Associates

Independent Financial Adviser  Vickers Way, Warwick, CV34 7AQ
First meeting at adviser's own cost
Your best interests are at the core of everything that I do on your behalf. I believe it’s my ability to build strong relationships with my clients that is key to success for both
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Equity release
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Long term care
Response rating
9.0/10
check
FCA authorised
Last authorised 19th April 2021
Meet our advisers
Mr Richard Wood
Independent Financial Adviser
What our clients say
I needed to get my pensions in order and in one place. Richard gave solid advice and made the whole process pretty painless.
Peter, Leighton Buzzard
I was retiring and needed good advice. Richard gave me very good advice, very professional. More than happy with the service, Richard did everything that I asked for
Neil, Stoke-On-Trent
I am of the age where retirement is a possibility within the next two to seven years. Over the last 40 odd years, I have contributed to a number of pension schemes and thought it was time to get some advice regarding them. Richard reviewed my personal circumstances and ascertained my appetite for risk. He advised me on which pensions to change and modernise and which to leave alone. Richard advised a product where I could access the details and value of my pension pot online. Until then I had waited for my yearly 'snapshots' of the various funds. Richard has stayed in touch and if I need advice, I have his phone number. I have no doubt that I shall be looking for further advice in the near future.
John, Orpington
I chose to retire and access my pension when I took redundancy. It is a complex area and I wanted expert guidance. There are some aspects of life where it pays to engage expert help, doctor, dentist, solicitor, boiler repairs. When these times come along it has always been my policy to seek out the very best available. When I retired I was fortunate to find Richard Wood and he exactly fits that category. It is possible to manage finances yourself but if you speak to Richard you will soon discover how much you would have missed. I have no hesitation in recommending him. I am very happy with what Richard has done, coupled with his on-going oversight.
Barry, Esher
Richard visited me to go through full details of my income available for investment, and what type of investment portfolio would suit my current and foreseeable future interests best. Richard has been detailed and very thorough in his analysis, forecasts and advice about which way my investments should be directed.
John, Stockport
About us

Richard Wood provides an extensive range of specialist financial management, financial planning and tax-saving opportunities tailored to your personal circumstances and requirements. You’ll receive expert, independent advice and support across a wide variety of areas shown below – all designed to help you achieve your lifestyle ambitions and goals.

Our services

I specialise in a variety of fields including;

Financial Planning
Investment Planning
Succession and Inheritance Tax Planning
Equity Release
Pensions and Retirement
Small Business and Self Employed
Financial Planning at the divorce stage

Where to find us
Head office address: Vickers Way, Warwick, CV34 7AQ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.0/10
check
FCA authorised
Last authorised 19th April 2021

Similar advisers near you

Restricted - whole of market 0.28 mi
Providing experienced financial advice remotely - when it comes to pensions, investments, protection and retirement planning, we aim to give honest and robust advice. We take responsibility over future years to ensure our advice is right for you and your family
 
Independent Financial Adviser 0.29 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 0.3 mi
We specialise in providing you with quality, professional financial advice that you can trust.
 
Independent Financial Adviser 0.3 mi
Now back taking one to one meeting ha. zoom or Skype sessions during Covid-19. Please contact if you have any worries about retirement plans or your pensions and investments, or would just like a chat