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  11. Abacus Associates Financial Services

Abacus Associates Financial Services

Independent Financial Adviser  2nd Floor Office Suite, Kemble House, Hereford, HR4 9AR
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FCA authorised
Last authorised 9th May 2022
I have worked within financial services for twenty years. I have reached the highest level within my profession and I am a qualified Certified Financial Planner™ and Chartered Wealth Manager. I am also a Pension Transfer Specialist.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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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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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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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
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Stockbroking services
Meet our advisers
Ravi Dadlani CFP™
Chartered Wealth Manager
About us

Hi my name is Ravi Dadlani CFP™, I am passionate about helping people achieve their financial objectives. My clients have described me as being clear with the ability of providing simple explanations even in complex situations. My clients also describe me as being patient, impartial, logical and helpful. I would be delighted to help you achieve your financial goals.

I believe in providing holistic advice to my clients and building long term relationships. Off course there are times when clients need one off advise and I am able to facilitate this. I am independent and offer whole of market solutions. As well as specialising in pensions and investments, I can help you with your protection needs such as Life Insurance, Critical Illness and Income Protection. Should you wish to discuss your financial needs, please get in touch.

Our services

• Life Insurance, Critical Illness Cover & Income Protection
• Pensions (consolidation & transfers including defined benefit/final salary)
• Investments - ISAs, Onshore and offshore bonds
• Inheritance Tax Planning

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

2nd Floor Office Suite, Kemble House, 36-39 Broad Street, Hereford, WD3 3DD

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