I am an Independent Financial Adviser, and I work with Abacus Financial Options to provide financial advice to my clients.

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As an independent adviser, I am able to research from the whole of the market to find products which may be suitable and appropriate for your personal circumstances.

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I place honesty, transparency and integrity at the core of my relationships with clients. I will only advise you to do what I believe would be in your own best interests.

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It is also of great importance to me that my clients fully understand any recommendations, and have the opportunity to ask as many questions as they may need to reach this point.

 

I work on a self-employed basis, which means that my motivation behind providing sound advice, is my own willingness and ability to help clients achieve their financial objectives.

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I am a member of the Personal Finance Society, and hold the following professional qualifications awarded by the Chartered Insurance Institute:

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• Diploma in Regulated Financial Planning

• Certificate in Discretionary Investment Management

• Certificate in Mortgage Advice

• Certificate in Equity Release

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I am currently studying towards the Level 6 Advanced Diploma in Financial Planning, as part of my efforts to continuously to improve the quality of advice I am able to provide to clients.

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About Abacus Financial Options

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Abacus Financial Options Ltd is directly authorised and regulated by the Financial Conduct Authority.

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Please follow the link below for more information about Abacus Financial Options. Clicking on this link will mean you are leaving the website of Dan Hills IFA, and we cannot be held responsible for the content of this external website - https://www.abacusfinancialoptions.co.uk/

 

Financial Services Register No: 576165 (https://register.fca.org.uk/s/).

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