Abacus Associates - Staffordshire

About

I provide tailored financial advice to both personal and business clients, which is completely independent – this means it is unbiased and impartial from the entire market of financial services products.

I live in Stone, and am based in the Staffordshire area. I have over 20 years’ experience of delivering down to earth, jargon-free financial advice and have helped many clients along with the way!

I specialise in retirement planning and I have the necessary pension transfer qualifications. I can ensure you are making the most of your available tax breaks, help you with investing, all with the aim of growing your wealth.

I also specialise in other areas such as Will writing, Lasting Power of Attorney and Trusts – these instructions can be taken to give you the peace of mind that your financial affairs are in order.

In summary, my aim would be to undertake a review of your financial aims and make recommendations to provide a tailored plan going forward. In addition, I provide ongoing advice, which can help you remain on track.

My Initial consultation is without charge, and at a time and place to suit you.

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