DipPFS, BSc (Hons)
Independent Financial Adviser
Windsor
With over 25 years of experience in Financial Services, I am a fully Independent Financial Consultant at Abacus Associates, based in Windsor, Berkshire. My extensive expertise allows me to deliver tailored, jargon-free financial planning advice to both personal and corporate clients, helping them build, protect, and sustain their financial well-being.
As an independent adviser, I provide comprehensive financial planning solutions by leveraging products and services from the entire market. My key areas of expertise include:
- Investment & Wealth Management
- Pension & Retirement Planning
- Lifetime & Later-Life Financial Planning
- Wills and Power of Attorney
- Personal & Business Protection
Client-centricity is at the core of my practice. I am deeply committed to maintaining the highest standards of integrity, transparency, and professionalism, ensuring that each client feels empowered and well-informed. I am passionate about simplifying complex financial concepts, making them accessible and understandable for my clients.
My approach focuses on providing bespoke financial recommendations and exceptional ongoing service, fostering long-term relationships. I guide clients through various life events – whether planned milestones or unforeseen challenges – helping them achieve their aspirations and navigate financial complexities with confidence.
At Abacus Associates, I am dedicated to delivering exceptional financial advice and support, tailored to meet the unique needs and goals of each client.
I specialise in the following advice services:
Lifetime Financial Planning
Through the use of sophisticated cash flow modelling techniques and by applying various inflation, interest rate and growth assumption we can plan how to get you where you want to be. The use of cashflow modelling is becoming the cornerstone of effective lifetime planning.
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.
Pension & 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.
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.
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.
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.
Home & Contents Insurance
The largest and most important purchase most of us will ever make in our lifetime is our own home.
Business Protection Planning
The importance of business protection is often overlooked but is key to helping business owners plan for the unexpected.
Contact Frederick Gayle, your local adviser
We'll work with you to build a personal financial plan that's designed to help you achieve your individual ambitions.