Abacus Associates Financial Services Ltd – C/O Craig Burridge

Independent Financial Adviser 28 Ternata Drive, Monmouthshire, Monmouth, NP25 5UY
First meeting at adviser's own cost
Response rating
9.8/10
FCA verified
17th June 2019
I build long term relationships by providing Independent advice in a way you understand to meet your needs.
We can advise you on
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Long term care
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Craig Burridge
Independent Financial Adviser
Where to find us

28 Ternata Drive, Monmouthshire, Monmouth, NP25 5UY

Make an enquiry
About us

I am based in Monmouth and provide Independent Financial Advice throughout Monmouthshire and the surrounding counties. I started in the industry in 2008 and am a member of the Personal Finance Society.

My role is to help you meet your financial and life objectives, I achieve this by using a holistic approach and providing a bespoke advice service. I pride myself on excellent customer service and take the time explain my advice in a jargon free and clear way so that my clients fully understand the solutions we agree. I believe in providing an ongoing service to make sure you are kept updated on any legislative or market changes and I’m kept updated with any changes in your individual circumstance. This allows me to make sure we are still on target to meet your objectives.

Our services

I pride myself on relationship building and getting to know clients so I can provide a service for the long term.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
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

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

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