Abacus Associates

Independent Financial Adviser  37 Brislington Hill, Roundway, Wiltshire, SN10 2DY
First meeting at adviser's own cost
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
Response rating
9.3/10
check
FCA authorised
Last authorised 24th February 2020
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”

Where to find us

37 Brislington Hill, Brislington, Bristol, BS4 5BE

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
Response rating
9.3/10
check
FCA authorised
Last authorised 24th February 2020

Similar advisers near you

Independent Financial Adviser 0.4 mi
We work hard for those who care about outcomes with a focus on reassurance
 
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.
 
Independent Financial Adviser 6.9 mi
We are a professional financial advisory service delivering high-quality services to people who need sound and trusted financial advice.
 
Independent Financial Adviser 7.15 mi
Our Chartered status is a reflection of the quality of independent financial advice we provide.