Jeremy RoweIndependent Financial Adviser, Abacus Associates
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.
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.
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.
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.