Kemble House
39 Broad Street
Hereford
HR4 9AR
This is not the head office for Tavistock Partners (UK) Limited. To view our head office, click here
Creating Tax Savings, Protecting Families from Financial Difficulty, Retirement and Pensions, Wills and Estate Planning, Raising Finance via Mortgages and Wealth Management. Corporate Financial advice for businesses.
Your Abacus adviser’s primary motivation is to help you create, manage and protect your wealth.
Financial planning is not simply the act of buying financial products like pensions or ISAs, at its best it is a continuing process that will help you to make prudent financial decisions that enable you to achieve your life goals.
The ethos of Abacus Associates is founded on traditional values – honour, vigilance and dependability – enhanced by the relentless pursuit of excellence and improvement in every aspect of what we do. Your best interests are at the core of everything that we and our advisers do on your behalf. We believe it’s our ability to build strong relationships with clients that is key to success for both.
We believe in acting as if what we do makes a difference, because it does. It helps everyone to be the best they can be, and that is our goal. We want every person in our business to pursue improvement in every aspect of what we do, continually looking for ways we could become better. This approach applied to our financial advice ensures that we deliver the best solutions to suit your circumstances and that your needs will always be at the heart of everything we do. That’s Revolutionary Thinking.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.