APFS
Chartered Independent Financial Adviser
Bristol
I am based in Bristol and provide my dedicated Independent Financial Advice services throughout Bristol, Bath, Wiltshire, Gloucestershire, Oxfordshire. I have over 20 years’ experience as a Financial Adviser and am now a Chartered Financial Planner.
My aim is to get to know my clients and understand their investment objectives. This includes a detailed analysis of their financial planning position, required level of investment risk and how they can achieve their investment objectives. As summarised below, I specialise in investment planning, pensions, retirement pension options, inheritance tax planning, cashflow planning, later life planning, personal protection and business protection.
I am dedicated to providing a great level of customer service. For me this means getting back to clients in a reasonable time frame and explaining my advice without the use of jargon, so that my clients understand the solutions we agree.
I am extremely passionate about providing ongoing advice and conducting regular reviews of my clients’ circumstances to ensure their financial affairs remain suitable in light of individual circumstances, legislative and market changes. You can rest assured that I will provide you with expert financial advice.
Although I live in Bristol I regularly travel around Bath, Wiltshire, Gloucestershire, Oxfordshire to visit clients and can travel further if required. Abacus Associates are based in Hereford.
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.
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.
Business Protection Planning
The importance of business protection is often overlooked but is key to helping business owners plan for the unexpected.
Contact Jacob Rudman, your local adviser
We'll work with you to build a personal financial plan that's designed to help you achieve your individual ambitions.