BA (Hons), DipPFS
Independent Financial Adviser
Bristol
I am an Independent Financial Adviser at Abacus Associates based in Bristol, providing tailored financial advice to both individual and corporate clients. I hold a First-Class degree in Economics and a Diploma in Regulated Financial Planning (DipPFS) and have a number of years’ experience supporting clients across a wide range of financial planning needs.
I believe financial advice should be clear, personal, and genuinely valuable. My approach is built on listening first, understanding what truly matters to you, your family, or your business, and then designing a structured plan to help you move forward with confidence. I specialise in delivering straightforward, jargon-free advice focused on building, managing and protecting long-term financial wellbeing.
As an independent adviser, I am able to recommend solutions from across the whole of the market, ensuring my advice is unbiased and entirely aligned with your objectives. My areas of expertise include investment and wealth management, pension and retirement planning, later life and estate planning, wills and powers of attorney, and both personal and business protection.
I am passionate about helping my clients understand their options and take confidence in their financial decisions, particularly when navigating areas that may initially seem complex or daunting. In providing bespoke recommendations supported by a high-quality ongoing service, I am committed to building lasting, meaningful relationships with my clients. Life inevitably brings both planned milestones and unexpected challenges, and my role is to provide clarity, reassurance and steady guidance through each stage. By combining thoughtful planning with proactive support, I help clients navigate change with confidence, protect what matters most, and stay firmly on track towards achieving their long-term aspirations and financial goals.
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.
Business Protection Planning
The importance of business protection is often overlooked but is key to helping business owners plan for the unexpected.
Contact Jake Barber, your local adviser
We'll work with you to build a personal financial plan that's designed to help you achieve your individual ambitions.