Abraxas Financial Consultants

Independent Financial Adviser  Old Forge, Longwick and ilmer, Buckinghamshire, HP27 9TA
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FCA authorised
Last authorised 6th July 2020
It is our aim to provide you with financial solutions based on a thorough understanding of your needs and objectives.
We can advise you on
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Annuity purchase
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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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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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Investment trusts
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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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National savings
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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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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
Meet our advisers
Stephen Devey DipPFS
Principal
About us

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:
Objective advice.
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

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Old Forge, Thame Road, Longwick, Buckinghamshire, Princes Risborough, HP27 9TA

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