Richard Kolasinski
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:
- Lifetime Financial Planning
- Pension & Retirement Planning
- Investment & Wealth Management
- Later Life & Estate Planning
- Wills & Power of Attorney
- Personal Protection
- Business Protection Planning
Richard Kolasinski, Independent Financial Adviser, Bristol
Abacus AssociatesI am an experienced Chartered Financial Planner and Fellow of the Personal Finance Society providing financial advice to private individuals and businesses across the UK, particularly in the South West. I have experience in dealing with all aspects of holistic financial planning alongside the required level of expertise and qualifications to provide advice on all types of pension transfers. I’ve been working in the financial services industry for 22 years and I have taken pride in achieving many qualifications.
From a professional standpoint, I pride myself on my ethical values and personable approach that helps build strong meaningful long term relationships with my clients, colleagues and professional connections. I’m an open minded individual which I believe is an invaluable essential component in providing financial planning in our ever evolving/changing industry.
Passing on my knowledge and expertise to clients is very rewarding for me as I have a natural desire to help others; this comes hand in hand with treating clients with the upmost respect not only as a fellow human but also as an adviser to them.
I take great pleasure in building respectful and trusting relationships with my clients whilst delivering the best advice in a professional manner. My ultimate aim and one of the most enjoyable aspects of my job is helping others reach and achieve future visions through bespoke advice.
Outside of work I enjoy spending time with my wife, our son’s and granddaughter. I like to keep fit by running and playing football along with going to gigs when I can.
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:
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.
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.
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.
Business protection planning
The importance of business protection is often overlooked but is key to helping business owners plan for the unexpected.
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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