Abbot Associates Limited

Independent Financial Adviser  Elleray House, Winterbourne, Gloucestershire, BS16 1QZ
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FCA authorised
Last authorised 23rd January 2020
I have nearly 20 years of financial services experience, with over 15 years as an adviser.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy to let
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Buying first home
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Equity release
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Next home / Remortgaging
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Daniel Chard
Independent Financial Adviser
About us

We are Independent Financial Advisers based in Hambrook, Bristol but cover most of the South West of England.

Our services

We listen to our clients and provide clear concise on-going advice for as long as you are our client.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

Elleray House, Beckspool Road, Hambrook, Gloucestershire, Bristol, BS16 1QZ

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