Abacus Associates Financial Services

Independent Financial Adviser  2nd Floor Office Suite, Hereford, Herefordshire, HR4 9AR
First meeting at adviser's own cost
We strive to provide a first class service and build strong relationships with our clients.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Self-employed mortgages
check
ISA / Unit Trusts / OEICs
check
OEICs
check
Unit trusts
check
Savings for children
check
Accident & sickness
check
Buildings and contents
check
Commercial motor
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
check
Travel
check
Commercial mortgages
check
Corporate pension
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
Response rating
7.0/10
check
FCA authorised
Last authorised 29th June 2020
Meet our advisers
Martin Jinks
Ian Hill
Andy McDonald
Phillip Ha
Nick Maughan
Tracey Greene
Stephen Leighton
Paul Smith
S Humphries
J Otway
Steve Gordon
Philip Buttle
S Millichip
Spencer Tovey
A Tilki
B James
M A Pooley-Smith

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

G Gosling
N Davies
N Holbrook

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

R Guiney
Malcolm Harper
Director

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, lifetime mortgage products and the giving of mortgage advice.

About us

Abacus Associates was established in 2003 and are based in Hereford. We have a national team of experienced Independent Financial Advisers covering England and Wales.

We offer a no obligation meeting in your home or at our offices.

We choose products truly independently from the open marketplace. We advise on Pensions, Investments, Mortgages, Equity Release, Life Assurance, Critical Illness Cover, Income Protection Cover, Will and Lasting Powers of Attorney (LPAs).

Abacus Associates Financial Services is a trading style of Tavistock Partners (UK) Limited which is authorised and regulated by the Financial Conduct Authority, FCA number 230342.
Tavistock Partners (UK) Limited is a wholly owned subsidiary of Tavistock Investments Plc

Tavistock Partners (UK) Ltd trading as Abacus Associates Financial Services are only authorised to give advice to UK residents

Registered in England Registered O­ffice: 1 Bracknell Beeches, Old Bracknell Lane, Bracknell RG12 7BW, Company Number <phone number hidden>

Will writing is not regulated by the Financial Conduct Authority

Our services

Relationship management is our strong point - we build and nurture relationships over many years which gives us the best chance to identify and realise your goals.

Where to find us
Head office address: 2nd Floor Office Suite, Kemble House, 36-39 Broad Street, Hereford, HR4 9AR
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
check
FCA authorised
Last authorised 29th June 2020

Similar advisers near you

Independent Financial Adviser 0.09 mi
 
 
Independent Financial Adviser 0.19 mi
Financial advice with a Chartered Financial Planner
 
Independent Financial Adviser 0.27 mi
Helping our clients live the lifestyle they aspire to without fear of running out of money.