BA (Hons) CeMAP CeFA DiFA
Independent Financial Adviser
Sheffield
I have been providing face to face financial advice for over 20 years within Sheffield and the surrounding South Yorkshire region to a wide diverse range of clients on both an individual basis and also business clients.
My commitment is to undertake a full holistic approach to financial planning in an honest, friendly and professional manner to all clients this means arranging an initial meeting to assess your needs and requirements, and then provide independent advice in all areas of Financial Planning.
Protection – Life Insurance, Family Protection, Income Protection, Business Protection
Pensions and Retirement planning – Including the new pension reforms and legislation, Options and choices on existing and new Pension arrangements, Specialist advice on Company pension schemes, and tailored specific advice for business owners on Auto Enrolment and Workplace pensions.
Estate Planning – Wills, Trusts, Lasting Powers of Attorney, Inheritance Tax planning
Savings and Investments – Options and Choices within the Independent marketplace to build up a nest egg for the future, or to advise on lump sum/ existing investments.
My recommendations are always given using clear, simple language that is easy to understand and relate to.
I place great importance in maintaining the trust and ongoing relationship I have with clients by providing a regular ongoing review of changing needs and circumstances. Abacus Associates are based in Hereford.
I specialise in the following advice services:
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.
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.
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.
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.
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.
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.
Contact Tracey Greene, your local adviser
We'll work with you to build a personal financial plan that's designed to help you achieve your individual ambitions.