Company– Abacus Financial Consultants LLC
Years of relevant experience– 17
Types of products offered– Education Fee Planning, Financial Planning, Foreign Exchange, Inheritance Tax planning, Lump Sum Investments, Mortgage advice, Offshore banking, Pension Portfolio Management, Portfolio management, QROPS, Retirement Planning, Savings Plans, SIPPS, Wealth Management
Professional qualifications*– CII Financial Planning Certificate
Member of – CISI
Interests– Spending time with my son. Keeping fit. Further educating myself
University– Exeter University
A brief note – I entered the financial services industry straight after graduating from Exeter University in 2002 with a BA Hons in Politics and Society. I spent my formative years learning my trade as a para-planner for IFA’s in both Devon and Shropshire. Eventually, I was signed off by the FSA (now FCA) as a “competent” adviser and began my vocation as an Independent Financial Adviser. In 2007 I decided that I wanted to broaden my horizons and look for a move abroad (having lived in Sydney between 1997 – 1999). Dubai popped up and I found myself with a one-way ticket in October 2007. There was quite the culture-shock initially having come from the UK regulated market and after a number of years working for one of the established IFA’s I co-founded Abacus Financial Services in 2012. We have since been building the company from the bottom up, putting in place stringent compliance procedures and a world-class investment proposition.