company logoPaul Smith - Abacus Associates

   07794 583087    paulsmith@abacusadvisers.co.uk
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    • Retirement Planning
    • Investments
    • Protecting Your Loved Ones
    • Wills And Estate Planning
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Services

Working as an Independent Financial Adviser means that I cover a wide range of financial services, but the three main areas of coverage are:

Retirement Planning

Pension advice and retirement planning solutions. I can help to make sure that when the time comes to retire you are ready to enjoy life without financial concerns or restrictions.

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Investments

Wealth management and investment advice. This is tailored to your own situation, extracting the most from your current assets and strategically planning for the future.

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Protecting Your Loved Ones

Domestic and commercial insurances to protect your family and business. We pride ourselves on being able to find the right insurance for your requirements and make sure you have the cover you need.

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Wills And Estate Planning

If a couple wish to make almost identical wills so that the assets go to each other and then to the children or to a named beneficiary then a Mirrored Will can be used to help document your wishes.

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If you are in need of financial advice that does not fall into any of the above four service categories or you are unsure about exactly what you need, then please do still get in touch, as if Paul does not have the solution you need, he does have a range of trusted and experienced industry contacts that he can put you in contact with.

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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Services

Retirement Planning
Investments
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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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