Abraxas Financial Consultants established in 1986, offer detailed Personal Financial Planning. We specialise in Pensions,including transfers and income drawdown. Investments including Inheritance Tax Planning and all aspects of Life Assurance. We also advise many small to medium sized businesses on tax planning and key personnel protection
As a new client, we would review your current financial position, discuss your requirements ambitions and aims. We would then agree a plan to help you achieve these.
The first hour consultation will be free of charge.
We feel you have a right to:
Privacy and confidentiality.
Staff who are competent and courteous and act with integrity at all times.
Staff who are professional and diligent.
A transparent cost structure.
A timely response to telephone calls and emails the same day, or if not possible then the next working day.
Supplying end of year taxation information if required.
Recommending suitable professionals as other needs arise.
Reorganise your investments on to a more tax efficient basis i.e. transfer monies from Unit Trust to ISA’s in order to utilise capital gains tax allowances. Maximise ISA allowances to provide tax free income in the future
We look forward to talking to you in the future
We are highly experienced in all areas of financial advice and offer a comprehensive range of services. We specialise in retirement planning and investment management for private individuals, we aim to deliver services which deal with the financial planning issues most relevant to you. Whether you already have a number of financial products or are taking the first steps to plan your future.
Old Forge, Thame Road, Longwick, Buckinghamshire, Princes Risborough, HP27 9TA
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