1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South West
  6. breadcrumb-arrow
  7. Wiltshire
  8. breadcrumb-arrow
  9. Roundway
  10. breadcrumb-arrow
  11. Abacus Associates

Abacus Associates

Independent Financial Adviser  37 Brislington Hill, Roundway, Wiltshire, SN10 2DY
check
FCA authorised
Last authorised 28th September 2020
Tailored retirement and investment planning to for local folk within Bristol, Wiltshire and the surrounding areas.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
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
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Commercial motor
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Travel
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Group ISA
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
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
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

37 Brislington Hill, Brislington, Bristol, BS4 5BE

Similar advisers near you

Aisa Financial Planning
Independent Financial Adviser 0.4 mi
We work hard for those who care about outcomes with a focus on reassurance
 
See profile
Chilvester Financial
Independent Financial Adviser 5.7 mi
You can always rely upon our professional advice, getting what you really need to make the most of your money.
 
See profile
Alexander House Financial Services Ltd
Independent Financial Adviser 6.9 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable and professional. Alexander House can look after all your financial needs.
 
See profile
MHA Monahans Wealth Management
Independent Financial Adviser 7.15 mi
Our Chartered status is a reflection of the quality of independent financial advice we provide.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.