Greg Macfarlane

Helping to plan a secure financial future

Mapping out your goals is the first step to financial security

Having a clear understanding of what your financial priorities are and putting a plan in place to achieve your goals puts you in control of money matters. Financial advice can go a long way to provide peace of mind that you are addressing the needs of you and your family. Working with a professional is an important investment in your future to make sure you’ve got everything covered.

I specialise in the following advice services:

  • Lifetime Financial Planning
  • Pension & Retirement Planning
  • Investment & Wealth Management
  • Later Life & Estate Planning
  • Wills & Power of Attorney
  • Personal Protection

Greg Macfarlane, Independent Financial Adviser, Monmouth

Abacus Associates

“When I grow up, I want to be a Financial Adviser!” said nobody, ever.

The perception of financial advice is that it is both boring and complicated, add that evidence proves we are not as good at money management as we think and that’s a real recipe for making disastrous financial planning mistakes.

I have over 20 years’ experience in the Financial Services Industry and I have a wealth of knowledge to offer and help you reach your financial goals. I truly believe that is better to have someone on your side and as a Senior Financial Planning Consultant, it is my role to help you, the client, to identify, achieve and maintain your desired lifestyle through financial planning.

Financial advice is about making your life easier by helping you to understand and plan your finances efficiently, cost effectively and is for everyone – you don’t need millions of pounds in a bank for me to help you.

I pride myself on establishing an honest, long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. I like to think that I make financial planning exciting and I love helping clients unravel the complexities of their financial requirements. I will help by ensuring your investments and pensions are structured correctly and are on track to achieve your long-term objectives: financial advice really is exhilarating!

I help individuals with all aspects of their financial planning needs. My specialties are: Wealth Protection; Financial Life Planning; Retirement Planning; Investment Planning; Inheritance Tax Planning; Mortgage Planning; Estate Planning – Wills, Power of Attorney and Property Trusts; Life Cover; Critical Illness Cover; Income protection and Key Man Cover.

Predominately, my clients are based in South Wales and the South West, although I have clients across the UK.

If you fail to plan, then you plan to fail. The only guarantees in life are that things will change and of course, as the famous saying states: death and taxes. If you would like to ensure that your loved ones are catered for through your ever evolving and changing life plans or if there are any financial challenges you’re struggling to get to grips with, please reach out today…

An Integrated Approach to Financial Services

Below you can see what advice I specialise in. If there are additional services you require, Tavistock Investments provides support in other aspects of financial advice, and I can put you in touch with someone.

Our Independent Financial Advice process:


ISAs, Junior ISAs, other general investments to suit your needs


Mortgages, buy-to-let, other borrowing, cash management


Income protection, life insurance, critical illness, later-in-life


Pensions, trusts, equity release, wills, inheritance & estate planning.

My specific areas of expertise:

Investment & wealth management

Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.

Personal protection

Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.

Lifetime financial planning

If you have a Defined Benefit or Final Salary pension scheme, there may be individual circumstances where a pension transfer could be advantageous.

Later life & estate planning

We spend a lifetime building our wealth, so it’s important to find the most effective way to protect your assets, in order for you to pass them on to those you love as efficiently as possible.

Pensions & retirement planning

When you think about the future, what does your retirement look like to you? An important question which we can help you answer.

Wills & power of attorney

Making a Will is essential to ensuring that your wealth benefits those whom you choose and is not taken by taxation, unnecessary legal costs and beneficiaries chosen by the law.

First consultation at my cost

If you are ready to receive your first consultation at no expense, please click the button below, and you will be directed to a form called Getting Started. Provide as much information as you are comfortable to give, and I will contact you once I receive it.

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