James Gill

Independent Financial Adviser

James Gill CII (MP&ER)

Investments, Pensions, Life Cover, General Insurance as well as Wills & Power of Attorney.

Location : Cardiff

my expertise

With over 16 years of experience as a Financial Adviser, I understand the value of long-term relationships between advisors and clients and I try to provide this with everyone that I work with.
My clients benefit from the wide choice of products and providers I offer, as well as a high level of trust; an essential for a successful advisor/client relationship.

I like to fully understand my client’s goals and aspirations to ensure the advice I offer is a perfect fit, and I am passionate about making these dreams a reality. With my guidance surrounding financial decisions, I am lucky enough to be involved at all the significant landmark of a client’s life, and to help guide towards the right choices for them.

I am passionate about delivering a first class, long-term relationship with my clients and have extensive experience of over 16 years as a Financial Advisor, as well as being a long-standing member of the Personal Finance Society. I enjoy and am incredibly grateful for the custom of many long-standing clients who trust my judgement and have kindly remained with me over the years.

I am driven by helping clients get the right level of advice, at a cost that is affordable to them, in a concise and clear manner.

I have lived in Cardiff since arriving here in my late teens as a student. I now live in the city with my wife and two children.

 

 

 Stages of Advice I would cover on the [Life Events Timeline] are as follows:

Flying the nest, Looking to the future, Making Career Waves, Building a nest, Wedding bliss, Family ties, Growing you space, Ever growing family, Pension perfection, Secure – safe and invested,  Home is where the heart is, Fledglings take flight, New nests to build, Get most from the pensions, Reaching your pensions, Wills and wellbeing, Pension-pension-pension, Reducing your space, Release any equity.

Complete the form below to arrange a discovery meeting

Message James

Jameswould love to answer any questions and/or schedule a free consultation. Please call or send him an email by completing the form below.

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01432 343 322

Head Office – Hereford

Abacus Associates

Kemble House, 36-39 Broad Street,
Hereford. HR4 9AR

Abacus Associates is a trading style of Saltus Partnership Limited which is authorised and regulated by the Financial Conduct Authority. FCA reference number: 554381

Registered office: Solent Business Park, 4500 Parkway, Whiteley, Fareham PO15 7AZ. Registered number: 07586042

Will writing and some aspects of tax planning are not regulated by the Financial Conduct Authority.

Your home may be repossessed if you do not keep up repayments on a mortgage.

Capital is at risk and you may get back less than you invest.

The firm is not responsible for the content of external links.

Abacus Associates
Abacus Associates
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