As a financial adviser with Abacus Financial Options Ltd, I help my clients to get the best use from their capital, whilst providing a confidential and safe home for all their financial needs.Put simply, I want to assist you to grow and enjoy your wealth, whilst helping you save money wherever I can, be it by utilising the most competitive products on the market or making use of the tax breaks available. The financial advice I provide is available to businesses and individuals and covers everything from pensions, savings and investments to tax planning, insurances and mortgages. I conduct a no obligation initial consultation to tailor my services to your specific financial needs and to ensure I can comfortably meet your expectations and am able to provide you with the benefits you require from your finances. I will explain the importance of being an independent financial adviser, I will also provide you with a full explanation of how Abacus Financial Options Ltd get paid. I pride myself in ensuring my clients are never rushed, nor feel pressurised into doing something they don’t want to or do not fully understand.
Jo Deeks, Financial Adviser Bournemouth Ltd is an appointed representative working with Abacus Financial Options Ltd of Bournemouth, Dorset. As an individual who has worked within financial services since 2002, my client’s financial happiness is of the utmost importance to me.