Abacus Associates

Independent Financial Adviser  37 Brislington Hill, Bristol, Bristol, BS5 8UB
First meeting at adviser's own cost
Tailored retirement and investment planning 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
Response rating
9.2/10
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FCA authorised
Last authorised 1st June 2020
Meet our advisers
James Kenward

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This exam accesses understanding of the financial services industry including regulation and legislation.

Accreditations
Certified Financial Planner
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
Head office address: 37 Brislington Hill, Bristol, BS4 5BE
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
Response rating
9.2/10
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FCA authorised
Last authorised 1st June 2020

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