Financial planning
“Long-range planning does not deal with future decisions, but with the future of present decisions.”
Peter Drucker – Business Philosopher
1909 – 2005
Life gets in the way most every day.
It seldom gives warning and most always takes us by surprise.
Events happen throughout everyone’s life and none of us seem to be able to predict when.
But we can learn from the experiences of others and can choose a plan to maximise the advantage of opportunities and minimise the effects of disasters.
Whether you are looking to buy your first home, get married, have pension perfection, or have a savings pot to help cover unexpected life events. Mapping out your future with an adviser can help make your money work for you the way you want it to, and ensure you have a reservoir of funds to cope with whatever hits you.
Starting early and being prepared can go a long way.
Plan your life and your finances – to ensure you can enjoy life and live it!
ATOS members. Discover out how we can help you.
Book a consultation today.
Give us a call today on 01432 343322 and ask to speak with one of our advisers,
or email discover@abacusadvisers.co.uk
The Tavistock Group manages the personal wealth of tens of thousands of customers and over £1Billion of investments, providing them with financial advice and access to investment products and services.
Pensions and Divorce
Overlooking pensions when dividing assets could result in financial hardship in retirement.
Don’t underestimate the importance of estate planning – and making a Will.
The idea of having to pay inheritance tax (IHT) is unpopular to say the least. This tax is charged on an estate, which is the property, money and possessions left behind to loved ones who will pay 40% anything above the threshold.
INVESTING FOR GOOD – THE LOW DOWN
Investors are increasingly choosing to put their money into companies that seek to make the world a better place.
ONLINE PENSION SCAMS ARE ON THE RISE.
More than two thirds of savers believe that they would be able to spot a pension scam if they saw one.
Starting your own business: mistakes to avoid
Starting the journey as a business owner can be an exciting and rewarding experience, however, it is important to avoid money management mistakes and learn how to take calculated risks that will benefit your company. With a sizable number of new businesses failing within their first year, it’s important to learn from past entrepreneurs’ mistakes to avoid them yourself in the future.
HAVE I SAVED ENOUGH FOR MY RETIREMENT?
Retirement can be a daunting thought. It can cause the best of us additional stress and anxiety as the big day gets ever closer, always wondering if our pension pot will prove to be enough. The amount needed to fulfil your dreams will largely depend on the lifestyle and post retirement plans you have in mind.
The mystery of the missing pensions
It’s been widely reported that millions of people have lost track of their workplace pensions as people change jobs and move house so often.
Pension Drawdown Explained
If you need regular income throughout your retirement, pension drawdown could provide this by using your own pension pot. Is this the answer for your retirement needs?
Contact Us
Chris Partington and Paul Shackleton are the lead advisers to ATOS Support, and working with Abacus colleagues, can coordinate wealth management services across the UK for its members.
With over xx years experience in the fund management industry, more information and credentials should go here.
To contact Chris or Paul and the team for an initial consultation, please complete the form or please call them directly.
Please also indicate which services you are particularly interested in:
01432 343322
Head Office - Hereford
07890 123456
Paul Shackleton - Direct
07890 543210
Chris Partington - Office
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.
Tavistock Partners (UK) Limited is a wholly owned subsidiary of Tavistock Investments Plc.
Tavistock Partners (UK) Ltd trading as Abacus Associates Financial Services are only authorised to give advice to UK residents.
Registered in England Registered Office: 1 Queen’s Square, Ascot Business Park, Lyndhurst Road, Ascot, Berkshire SL5 9FE. Company Number 04961992.
Will Writing, Lasting Power of Attorneys and some aspects of Tax Planning are not regulated by the Financial Conduct Authority.
Your home may be repossessed if you do not keep up repayments on a mortgage.
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