Abbotstone Financial Solutions | Financial Advisors

Financial planning
At Abbotstone we believe in true, bespoke financial planning that helps you make the most of your money.
How did Robert Brealey help you?
”He talked me through the transfer of my husband's pension fund and annuities to me, explained everything very clearly and sensitively, and handled the arrangements on my behalf at a difficult time.“
Wealth Management
For individuals who have pensions, saving, or investments, ensuring that these are managed cost-effectively is important.
How did Georgina Wright help you?
“She helped to optimise my assets in a tax efficient manner, advised me on IHT matters and suggested the best outlets for investing. She was also proactive when reviewing changes to legislation in order to achieve the best result.”

At Abbotstone Financial Solutions we provide a range of financial services for individuals on the South Coast

Abbotstone believe in bespoke financial planning that helps you make the most of your money.

Abbotstone was founded on the belief that financial advice should not depend on how much is available to invest. Our focus is to listen to our clients, understand their needs and offer an individual service based on meeting our clients objectives now and in the future.

Whether you are looking to protect your family, save for the future or managing your wealth, Abbotstone offers you the service that you need at an affordable cost.

We aim to offer a competitive, cost effective and professional service to all our clients and we would welcome the opportunity to speak with you.

Abbotstone Financial Solutions is fully regulated and authorised by the FCA. All our financial advisers are Chartered Financial Planners.

Do you have enough insurance in place to protect your family?

Can your savings be better arranged to save tax?

Are you saving enough for retirement?

What does all this paperwork mean?

Would you like a financial review?

As professional financial planners, our aim is to help you make the most of your money and ensure that your money is working as hard and efficiently as it can.

At Abbotstone Financial Solutions we provide a range of financial services for individuals on the South Coast

Abbotstone Financial Solutions is fully regulated and authorised by the FCA. All our financial advisers are Chartered Financial Planners.

As professional financial planners, our aim is to help you make the most of your money and ensure that your money is working as hard and efficiently as it can.

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