Phil Wallhead

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:

  • Mortgage Planning

Phil Wallhead, Independent Financial Adviser, Bristol

Abacus Associates
I am an experienced Mortgage adviser at Abacus Associates based in Bristol and many years experience of delivering professional mortgage. I provide jargon-free advice focusing on ensuring my clients obtain the right product to match their needs. Do you have an interest only mortgage that needs repaying? Maybe you are a First Time Buyer with no knowledge of how to buy your first home or Retired and needing to release capital to help you fund your retirement. Whatever your situation, be assured that I always take the time to guide my clients safely through the confusing mass of rates, fees and product options.

I am passionate about helping my clients understand their options and enjoy demystifying some of the more complex areas that some may find daunting.

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:


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


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


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


Pensions, trusts, equity release, wills, inheritance & estate planning.

My specific areas of expertise:


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.

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