Paul SmithIndependent Financial Adviser, Abacus Associates
I am based in Coleford in the Forest of Dean and operate throughout Gloucestershire.
My aim is to help clients make more of their financial planning by providing first rate advice in the areas of investments, pensions, wealth management, mortgage finance, insurance, protection and tax. I also offer my services to the commercial market and have extensive knowledge around workplace pensions. I am passionate about helping people organise their financial affairs to achieve the best possible outcomes by distributing their income and savings in the most efficient way so that their financial goals are met.
I believe that financial advice should be delivered in a format that is understandable without jargon. I firmly believe in empowering my clients so that they not only understand and are comfortable with the plans we set up, but so they really engage and interact with the planning process to get as much out of our service as possible. I always do everything I can to ensure my advice is straightforward and exceeds expectations.
My clients see me as the first port of call whenever they have a money related question or query. I have over 25 years experience as a Financial Adviser, and I am a member of the Personal Finance Society. I live in Coleford in the Forest of Dean with my wife and 4 children.
Although based in Coleford, I also service clients within Herefordshire and Monmouthshire on a face to face basis. I can also cater for clients nationally either face to face in person or via video meetings depending upon requirements.
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.