Abacus Associates Financial Services Ltd - C/O Paul Smith
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Financial planning
- Wealth management
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Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Accident & sickness
- Buildings and contents
- Commercial motor
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
- Travel
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Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Long term care
- Long term care
Thanks for taking the time to read my profile, a little about me:
I've been in this profession since 1998 and over this time there hasn't been a lot that I haven't seen with changes in legislation and market performance over the period.
In my spare time I really enjoy spending time with my children taking them to their various club/sports activities. I enjoy eating out and socialising with friends. I'm a extremely keen (but poor) technology geek and as my wife will testify too - pretty useless at DIY.
Understanding the vast world of investments and pensions can be a minefield...........translating the array of jargon used when trying to understand your options can also be confusing.
These are some of the areas I can really help you with:
* Investing in a tax efficient manner
* understanding and minimising investment risk
* early retirement planning
* taking pension benefits
* organising your financial "game plan"
Qualifications ARE very important in this profession but the best advisers are the ones who combine this with many years of experience and possess the skills, solutions and on the job knowledge clients require.
Thank you for reading this overview - get in touch
Very experienced dealing with clients retiring planning and looking at their options, especially when it comes to taking benefits.
Equally experienced helping clients get the best they can out of their investments.
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