I am an independent, Chartered Financial Adviser based in the North West, but service both private and corporate clients across the UK.
With over 20 years experience in financial services, I have both financial planning and investment/fund management experience,
My role as a Chartered Financial Adviser, however, is to work with both private clients and businesses to understand their lifestyle and business goals, and to develop a financial plan to meet these objectives.
I firmly believe Financial Planning is, in fact, Lifestyle Planning, focusing on delivering the client’s objectives and desired lifestyle regardless of market conditions and disruptive life events.
- Pensions and retirement planning
- Investments and savings
- Insurance protection
- Mortgages, including commercial
- Cash management solutions
- Corporate pension planning and workplace pensions
- Wills, trusts, power of attorney
- Inheritance tax planning
- Buy to let and property re-structuring (tax mitigation strategies)
Tim Sands, Chartered MCSI
T: 07834 644 730
Abacus Associates Financial Services is a trading style of Tavistock Partners (UK) Limited which is authorised and regulated by the Financial Conduct Authority, FCA number 230342.
Tavistock Partners (UK) Limited is a wholly owned subsidiary of Tavistock Investments Plc
Will writing is not regulated by the Financial Conduct Authority