Abacus Associates
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Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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Financial planning
- Wealth management
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Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Income protection insurance
- Life insurance
- Small business
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Based in Titchfield with clients across the South in Portsmouth, Southampton and onto Bournemouth and the surrounding areas.
In collaboration with Simon Glanville and with the support of Abacus Associates, I am delighted to have opened Abacus’s most southerly office at The Tanneries.
I have worked in financial services for 30 years with a concentration on helping small businesses for the past 10 years. As an independent financial adviser I am able to offer a whole of market and unbiased opinion.
Whatever your financial planning needs I aim to be able to assist. My key areas of specialism are:
• Retirement planning (Workplace Pensions, SIPP, PPP, SHP,)
• At Retirement solutions
• Investments both personal (ISA’s, Open ended investment contracts, Bonds) and Business related.
• Business protection (protection ownership, protecting profitability and covering liabilities. I am also able to assist with Staff benefit schemes.
• Personal protection (mortgage protection, family protection, sickness protection and wealth protection)
Straight talking and total honesty has been my mantra for the past 30 years and I see no reason why this should change. Clients are centric to my business and I always aim to provide the very best solutions for them.
I want to be my clients trusted adviser for all things financial and to achieve this I need to offer top quality advice with exceptional service. I take the time to fully understand your needs before making and form of recommendation. Having built my recommendations, it’s just as important to me that they are regularly reviewed to ensure my clients aims and aspirations are achieved.
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