Mark Thomas
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:
- Wills & Power of Attorney
- Personal Protection
- Mortgage Planning
- Equity Release
Mark Thomas
Independent Financial Adviser, Abacus AssociatesI am an independent Mortgage, Equity Release and Insurance consultant based in the Bristol and surrounding areas with over 20 years’ experience.
I am fully qualified in Mortgages and Equity Release. So, if you are a first-time buyer with no knowledge of the mortgage industry or you are coming to the end of an interest-only mortgage which needs to be repaid. Maybe you are retired and want to raise capital to help fund your retirement or for home alterations or improvements or even a gift for someone else, or just a straightforward ‘Like for Like’ re-mortgage to a better rate, I will be able to guide you through this process.
As I am completely independent and have access to the whole market, I can advise on all aspects of life assurances and protection needs, including insuring against death or a specified critical illness or help with insuring your income against illness or redundancy. Making sure that I can find you the best level of insurance cover at the most competitive premium available
I live in Worle near Weston-super-Mare, so if you live in Worle, Weston-super-Mare, Clevedon, Portishead, Avonmouth, Bristol, Bath, Burnham-on-Sea and Bridgewater and all the surrounding areas, I will be more than happy to help.
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:
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.
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.
Equity release
Equity release is a way for homeowners over the age of 55 to release value from their home in the form of cash without having to sell or move.
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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