IFA
Independent Financial Adviser
Newton Abbott
I am a fully independent financial adviser at Abacus Associates based in Devon, with over 10 years’ experience of delivering professional advice to both personal and corporate clients.
I believe in keeping my advice simple and jargon free, whilst building a long-term relationship with my clients. My independent status means I can offer advice on all aspects of financial planning using products from across the whole market. My key areas of expertise include investment and wealth management, pension and retirement planning.
In my spare time, I love all sports but currently compete for the GB Triathlon and Duathlon teams.
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 Bradley Clarke, your local adviser
We'll work with you to build a personal financial plan that's designed to help you achieve your individual ambitions.