Abacus Associates Financial Services Ltd
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
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.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
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.
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
This examination assesses a knowledge and understanding of financial protection plans.
This examination assesses a knowledge and understanding of investment products and the risks involved.
Abacus Associates are a well established firm with a team of advisers who average 14 years financial service experience. We offer a no obligation meeting in your home or at our offices. We choose products truly independently from the open marketplace and offer all our clients a fee based service.
Sam provides bespoke portfolio planning and investment risk strategies to help clients build their pensions and savings.
She also assists clients with pre and post retirement planning including Pension Freedom and Pension Transfers.
All aspects of protection planning, life insurance, critical illness cover and income protection are also covered. She also offers bespoke and impartial advice on Inheritance Tax issues.
Feel free to contact me on <phone number hidden> or <phone number hidden> or email <email address hidden>
CIBA Building, 146 Hagley Road, Edgbaston, Birmingham, B16 9NX
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Telephone
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Face to face
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