Richard Wood- Abacus Associates

Independent Financial Adviser  Vickers Way, Warwick, CV34 7AQ
check
FCA authorised
Last authorised 26th July 2021
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
Meet our advisers
Mr Richard Wood
Independent Financial Adviser
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

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

Vickers Way, Warwick, CV34 7AQ

Similar advisers near you

Independent Financial Adviser 0.51 mi
Not just 'Another Boring Mortgage Adviser' | Connecting people to the best Mortgage deals in the market
 
Independent Financial Adviser 0.51 mi
Welcome to Armstrong Wealth. Great service and excellent value advice for Pensions, saving & Investments, Life & Health insurance. In person, by phone or online. Get in touch today and get your financial plans on track.
 
Independent Financial Adviser 0.72 mi
We invest in your tomorrow - putting our client's financial interests first.
 
Independent Financial Adviser 0.74 mi
I am a trusted adviser to individuals and companies alike, committed to building relationships and giving long-term service.