24th July 2017

Abacus Associates Financial Services Ltd - C/O Paul Smith

Independent Financial Adviser FPA, Unit 17, Foxes Bridge Road, Cinderford, Gloucestershire, GL14 2PQ

Straight talking, no nonsense advice given in a clear and concise manner which is fully documented.

We can advise you on

Financial planning
- Wealth management
Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
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
- Commercial motor
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
- Travel
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
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Long term care
- Long term care

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Meet our advisers

Paul Smith DipPFS, Cert CII (MP)

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

CF8 - Certificate in Long-Term Care Insurance (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

R05 - Financial Protection (CII)

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

R02 - Investment Principles (CII)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

CeMAP - Certificate in Mortgage Advice and Practice (IFS)

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.

Where to find us

About us

Abacus Associates Financial Services Limited is a well established firm of Independent Financial advisers offering whole of market advice.

Our services

Building long lasting relationships with our clients advising on pensions, investments and general financial planning.

Compliance

Abacus Associates Financial Services Ltd is directly authorised and regulated by the Financial Conduct Authority. Abacus Associates Financial Services Ltd is entered on the FCA register (www.fca.gov.uk/register/) under reference 230342..
There may be a fee for mortgage advice - A typical fee would be £495. The precise amount will depend upon your circumstance. Loans subject to status, value and type of property. The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. The FcA does not regulate all forms of the products or services we provide. Your home may be repossessed if you do not keep up repayments on your mortgage or loan secured against

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

We can advise you on

Financial planning
- Wealth management
Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
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
- Commercial motor
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
- Travel
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
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Long term care
- Long term care

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Compliance

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

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