Abacus Associates Financial Services Limited

Independent Financial Adviser 20 Dalefield Drive, Admaston, Shropshire, Telford, TF5 0DP

First meeting at adviser's own cost

Response rating

9.5/10

15th October 2018

As independent financial advisers we pride ourselves in offering “truly independent advice” at all times. Pension transfer specialist qualified adviser.

We can advise you on

Business
- Corporate pension
- Group life insurance
- Group pensions
- Group protection
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Mortgages
- Buy to let
- Equity release
- First time buyers
- Flexible
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Long term care
- Long term care

Meet our advisers

Andy Walker CeFA. DipFA MIFS CeLTCI AwPETR

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

AwPETR - Award in Pension Transfers

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

DipFA - Diploma for Financial Advisers (LIBF)

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

CeLTCI - Certificate in Long-Term Care Insurance (LIBF)

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

What our clients say

Andy has been my financial adviser for the last 6 years and I am very thankful for his help and advice. He is a very good listener and certainly has my by best interests at heart. I would never have been able to implement the investment planning he has created for me without his help. We have regular contact throughout the year and he conducts a full review at least once a year. I would be very happy to recommend Andy to others.

Chris, Shropshire

Andy researched and recommended protection cover for our mortgage, he made things very easy to understand and gave us plenty of choice with regard to products. We found him very easy to deal with and would certainly recommend him to others.

Jak, Staffordshire

I have been a client of Andy's for the last seven years. I find that he explains things clearly and in an easy to understand way. Any queries I have he always answers in the most straightforward, jargon free manner. I have always found Andy to be very professional and friendly with a likable personality. I would certainly recommend him.

Mick, Shropshire

Where to find us

20 Dalefield Drive, Admaston, Shropshire, Telford, TF5 0DP

About us

A well established firm of Independent Financial Advisers who specialise in personal financial planning.

We have advisers based throughout England and Wales who are ready to help you with a personal financial planning meeting in your own home or at our offices.

With over 30,000 products available from the whole of the financial marketplace, our advisers can ensure you gain unbiased access to not only the cheapest but also the highest quality products available.

Our advisers can help you to build your very own personal strategic financial plan, to ensure your vision for the future becomes a reality.

Our services

Truly independent advice from a fully qualified Independent Financial Adviser and Pension Transfer Specialist.

Support from one of the UK’s leading national independent IFA firms which is regulated by the Financial Conduct Authority.

A commitment to ensure all costs and charges are transparent in line with the Retail Distribution Review.

To feel safe and secure in the knowledge that we are committed to the highest of professional and regulatory standards.

Compliance

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

Registered in England Registered Office: 1 Bracknell Beeches, Old Bracknell Lane, Bracknell RG12 7BW, Company Number 05709133

Will writing is not regulated by the Financial Conduct Authority

There may be a fee for mortgage advice - A typical fee would be £695. The precise amount will depend upon your circumstance.
Your home may be repossessed if you do not keep up repayments on a mortgage

The firm is not responsible for the content of external links

We can advise you on

Business
- Corporate pension
- Group life insurance
- Group pensions
- Group protection
Financial planning
- Wealth management
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Mortgages
- Buy to let
- Equity release
- First time buyers
- Flexible
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Long term care
- Long term care

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£0

Website

Compliance

Contact options

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