This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
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.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
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.
25 years experience working in financial services and 10 years as an IFA with Abacus. I offer independent whole of market advice. I generally look after clients wishing for retirement and investment advice whether it be just initially or on an ongoing basis depending on their requirements. There is no charge for an initial meeting so we can identify if we can work together.
I am based in Coleford but have clients throughout Gloucestershire, Monmouthshire and Herefordshire
Understanding the complexity of investments and pensions can be a minefield for some and translating the array of jargon used when trying to understand your options can also be confusing. Alternatively you may already have a plan and know what you want to achieve but want to run it past somebody to ensure that your plan holds up and has no holes it.
I can also help with the following:
* Taking pension benefits at retirement.
* Early retirement planning
* Understanding and minimising investment risk
* Organising your financial "game plan"
* Reviewing your existing plans.
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
Tavistock Partners (UK) Ltd trading as Abacus Associates Financial Services are only authorised to give advice to UK residents
Registered in England Registered Office: 1 Bracknell Beeches, Old Bracknell Lane, Bracknell RG12 7BW, Company Number 04961992
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
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