Our Story

The Abram Partnership helps people live meaningful, fulfilled lives without worrying about money. It does this by establishing what your goals are for your life and finding out how much is “enough” to achieve those goals and then putting plans in place to help you achieve them. Our reputation is built on profound, specialist knowledge, together with an uncompromising quality of advice, integrity and service. 

Ken Abram started the business on St. David’s Day 1992 as a sole trader.  As the business grew with the addition of Daniel Howell and Martin Greenwood became Abram Partnership Ltd in 2009.  The team has since grown to include Ken’s wife Sue as financial director, son James Abram as director and trainee financial adviser.  After taking over the clients of a business in Penarth in 2015 and working with the owner, the owner’s daughter will become a qualified and authorised financial adviser within the Abram Partnership in late 2020. 

With over 100 years’ experience between us within the financial services profession, we are chosen by many business owner, entrepreneurs and millionaire’s for quality, tax efficient long-term financial planning, investment, pension, retirement & tax advice.

To find out more about the team head over to our Meet the page team.

When dealing with your finances we promise we will:

Work in partnership with you to attain your goals and objectives

Act fairly and honestly and in the best interest for you, the client, in everything we do

Do what we say we will, and in a timely manner

Meet with you at least annually, or more often if required, to review your goals and objectives

Testimonials

Ken, thank you for the excellent advice and service that you give me and my family. In my younger days I made some unwise investments and I only wish I had known of your service sooner.  Best wishes for the future to you and your helpful staff. 

Frank Bassett

I have known Ken personally for over 10 years as a client and have no hesitation in recommending his services. Over the years his advice has proved very valuable to me. Ken knows his business well. It does not hurt that he is a great guy too. Ken is an approachable and friendly IFA whose sound advice has proved very fruitful for me.

Dr Julian Bassett

Ken is a personable and approachable individual who has offered sound financial advice every time that I have requested it. He advises what is best for the client based on a thorough understanding of their background and circumstances. Ken is very patient and extremely up to date with the relevant aspects of finance. I trust him implicitly and would have no hesitation in recommending him to others who require personalised financial advice.

Dr Judith Shilling

“Ken, we were really pleased to hear from you regarding this annuity. I'm not really in to 'knee jerk' decisions, so I was pleased you were on the ball so quickly. Over the years you’ve done well, looking after us Ken, and we appreciate it! Best wishes…”

Norman & Thelma

We thoroughly recommend the Abram Partnership through which we have invested our savings and pensions for the past decade.

Ken Abram and his dedicated team headed by Dan Howell have served us well, and done so with care, integrity and astute financial judgement.  

Their expertise, accessibility and approachability has added to the great sense of trust we have come to have with them – and after the global financial crisis of 2008 and then the Covid-19 crisis, trust is precious, especially as we both enter the ranks of senior citizenship.

Lord Peter Hain and Dr Elizabeth Haywood

“Ken, every day we count our lucky stars that we found the Abram Partnership. Because of your shared financial management of our savings, we can see the world first class!”