Jeremy Rowe

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
  • Mortgage Planning

Jeremy Rowe

Independent Financial Adviser, Abacus Associates
Gloucestershire, UK

I am a Financial Planner with over 25 years’ financial service expertise gained with some of the world’s leading financial institutions. I am a member of the Chartered Insurance Institute, Resolution, a Dementia friend and a Later Life Accredited Adviser with the society of Later Life Advisers (SOLLA). I specialise in pension and retirement planning, later life issues, investment and wealth management and tax planning.

My aim is to encourage clients to think about what they are trying to achieve, both in life and financially, and the risk and challenges that may interfere with achieving their goals. My role is to work with them to create a financial plan to help reduce these risks and help them achieve their objectives.

I offer an initial consultation at my cost to discuss objectives and agree an initial course of action before any commitment is required.

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:

Create

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

Build

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

Protect

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

Enjoy

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.

Mortgages

Securing the right mortgage can make the difference between a property that becomes a happy and secure family home and one that ends up as a financial burden.

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.

Information you provide will only be used between us and no 3rd party can obtain access to it.

**To understand how we use your information, please review our Privacy Policy.

Contact us to help you find your local financial adviser

If you have any questions or want more information, contact us below and leave a message.

Website Terms and Conditions

I accept these Website Terms and Conditions