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ABA Wealth Solutions Limited logo
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ABA Wealth Solutions Limited

Cheltenham, Gloucestershire

(2)
26 hires on Bark

About

We provide bespoke independent advice in all areas of financial planning - Mortgages (Residential, Buy to let), Equity Release, Investments (ISA, Bond, Ethical Investment), Pensions (Drawdown, Annuities), Inheritance Tax Planning (Trust, Whole of Life), Insurance and Protection (Life insurance, Critical Insurance, Income Protection).

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Reviews (2)

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J
4 October 2020

Phenomenal service, that went above and beyond what was expected to make sure that we secured a mortgage and bought a house during these less than ideal times. 10/10 I can not recommend them enough More...

M
2 August 2020

Excellent service, I was helped every step along the process. From the initial consultation to finding the perfect mortgage for my needs.

Very professional, I would definitely recommend to anyone.
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Services

Get help with everything from buying your first property, to re-mortgaging, buy to let, to interest only, or funding investment in property.

Get help generating a better return on your savings, with a full range of investment options which could include ethical, equities, funds, bonds and alternative investments

Get help on making a plan for a comfortable retirement; whether it's starting a pension or understanding how much you should be contributing to one, flexi access drawdown, or discussing the other available retirement income options for you.

Get help with planning your inheritance and understanding the tax implications of an inheritance you leave, or accessing an inheritance you have received.

Get help to understand the best level of life cover, critical illness cover and income protection for you.