The Abbott Clarke Partnership is a Chartered firm of financial planners. This status has been awarded to relatively few firms in the UK and means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. You can be confident that you are dealing with a firm that is wholly committed to providing you with the best possible independent advice, service and support.
The central pillar of our ethos is that our clients' interests are paramount. Our approach is analytical rather than sales-orientated and we develop long-term client relationships. We will carefully assess your current arrangements, advise on any shortfalls and then develop jointly with you the means of getting there. It must be logical, tax-effective and affordable.
First-rate independent financial advice isn't free. It has to be paid for either by fee or through the product. That said, we believe the cost of our services to be amongst the most reasonable in the profession. A first meeting is without charge.
Large numbers of people are now approaching retirement, and we specialise in guiding them throughout the process of obtaining an income from their pensions and savings. This is even more important because of the planned changes to drawdown rules. An unmanaged pension fund can cost far more than speaking to a professional financial planner or IFA.