company logoPaul Smith - Abacus Associates

   07794 583087    paulsmith@abacusadvisers.co.uk
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About Us

paulsmithifa

I have always lived in the Forest of Dean which has given me a broad understanding of the local area and surrounding counties. Being local gives me the advantage of understanding the local economy and local issues which can impact upon my clients. My services also cover Newent, Monmouth, Ross-on-Wye, Gloucester, Cheltenham, Bristol and Hereford.

I have extensive experience of over 20 years as a Financial Adviser and I am a long standing member of the Personal Finance Society where I hold the status of a “later life adviser”. I have many long standing clients who trust in my judgement and have kindly remained with me throughout to which I am grateful.

I am passionate about helping clients to get the right level of advice at a cost that is affordable to them, demonstrated in a clear and concise manner. I don’t believe in smoke and mirrors when it comes to charging fees.

I believe that integrity and honesty is key to an ongoing relationship with my clients and I expect the same in return. After all, the better I can get to know you and your circumstances the better the longer term strategy. As with all things, this trust can take time to build.

Reviews and Ratings for Financial adviser Paul Smith, Gloucester


Services

  • Retirement Planning
  • Investments
  • Protecting Your Loved Ones
  • Wills & Estate Planning

Testimonials

“Paul's advice has been invaluable for my investments, a thoroughly professional service was provided. I would highly recommend to anyone.”

A Raynor - Cinderford

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About Us

With over 20 years of experience as a financial adviser I understand the needs of clients and how to get the right solution for each individual, as every client has different requirements and financial planning is never an off the peg solution. I am a member of the Personal Finance Society and fully qualified to give retirement planning, insurance and investments advice for clients all over the Forest of Dean, Gloucestershire and Herefordshire.

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Address

Abacus Associates Financial Services,
Bazaar,
Nine Wells Rd,
Berry Hill,
Coleford,
Glos,
GL16 7AT

Abacus Associates Financial Services is a trading style of Tavistock Partners (UK) Limited which is authorised and regulated by the Financial Conduct Authority. FCA number 230342 Registered address: 1 Old Bracknell Lane West, Bracknell, Berkshire, England RG12 7BW. Registered in England, Registered Number 04961992. Tavistock Partners (UK) Limited is a wholly owned subsidiary of Tavistock Investments Plc.

The guidance and / or advice contained within this website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK. The FCA does not regulate all forms of the products or services we provide.

Decisions should not be taken based solely on the content of the website and individual advice should be sought first.
Regulations, levels and bases of taxation are subject to change.
The firm is not responsible for the content of external links.

Head Office: Abacus Associates Financial Services, 2nd floor office suite, Kemble House, 36-39 Broad Street, Hereford. HR4 9AR

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