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  11. Abacus Associates

Abacus Associates

Independent Financial Adviser  37 Brislington Hill, Bristol, BS4 5BE
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FCA authorised
Last authorised 12th January 2021
Tailored retirement and investment planning to for local folk within Bristol, Wiltshire and the surrounding areas.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Life insurance
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Payment protection insurance
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group ISA
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Meet our advisers
James Kenward
About us

I spend my time between Bristol and Wiltshire and provide independent financial advice throughout the surrounding areas. I have been working in pensions & investments since joining the industry in 2006 and over that time have seen many changes in legislation and market performance.

I am qualified in regulated financial planning and I strive to keep things simple and straightforward in all communications.

Our services

As a truly Independent Financial Adviser, I am able to select the best, most suitable products from the whole of the market. These are some of the areas I can really help you with:
• Investing in a tax efficient manner
• Understanding and minimising investment risk
• Retirement planning
• Taking pension benefits
• Wills and Powers of Attorney
• Organising your financial “game plan”

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

37 Brislington Hill, Brislington, Bristol, BS4 5BE

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