Abacus Associates

Independent Financial Adviser 30 The Crescent, Bedwas, Caerphilly, Caerphilly, CF83 8AF
FCA verified
12th March 2018
Independent Financial Adviser specialising in Pensions, Investments, Estate Planning, Wills & Power of Attorney.
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Sub prime
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Ronan Gregory
Independent Financial Adviser
Where to find us
About us

I am an Independent Financial Adviser and I live in Bedwas near Caerphilly and I have long term clients from Cardiff to Carmarthen, Swansea, Newport and across all the South Wales Valleys. I have over 16 years’ experience in Financial Services and I am a proud member of the Personal Finance Society (PFS).

I provide a reassuring and comprehensive service to my clients, by firstly understanding my client’s needs and aspirations and then build a long term relationship that aims to preserve and grow their wealth by providing a yearly on-going review service.

My areas of specialism are Independent Investment planning, Pensions, Wills and Estate Planning, Insurance , Inheritance Tax planning, Workplace Pensions and Business protection. I put my clients at the heart of everything I do so I can ensure an unbiased whole of market service that truly is Independent.

I believe that good old fashioned values still stand in a modern society and that by providing a face to face bespoke service will ensure that this service will stand the test of time.

Our services

Friendly & Expert face to face advice

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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