Mark ThomasIndependent Financial Adviser, Abacus Associates
I 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.
My specific areas of expertise:
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.
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 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.