Independent Financial Adviser Cardiff

Independent Financial Advisers in Cardiff

As financial advisers we help people live meaningful, fulfilled lives without worrying about money. We do 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.

      EXCELLENT  
   Based on 50 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Alexander Ronan Meechan 
 
 
 
 Trustindex verifies that the original source of the review is Google. Thank you all at Abram for all your help and guidance in helping me save towards buying first property. Your advice and support have made such a big difference, having accountability and allowing a mindset shift. I really appreciate everything you’ve done to help me get to this point.

Thanks to everyone at Abram,
  
 
      Posted on Google  
   
   John Clive Williams 
 
 
 
 Trustindex verifies that the original source of the review is Google. A family run company offering independent financial advice and support. Can thoroughly recommend James Abram and his team. Have been with them for a number of years and can confirm that the advice and help I have received are second to none. If you need help with IHT planning, pension advice or investment advice, you will find a friendly welcome and good honest advice.
  
 
      Posted on Google  
   
   alison Shepherd 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have been with the company for nearly four years now having been recommended by a family member. I am supported by Chris who is the nicest, kindest and most supportive person ever. He listens to my needs and understands my aversions to wealth management risk. I would thoroughly recommend him to anybody wishing to invest their money.
  
 
      Posted on Google  
   
   Liz Owen 
 
 
 
 Trustindex verifies that the original source of the review is Google. We are always extremely grateful for the guidance received. We would definitely recommend Ken, James and their team.
  
 
      Posted on Google  
   
   g gpc101 
 
 
 
 Trustindex verifies that the original source of the review is Google. Abram Financial Partnership has provided our family with comprehensive, professional, bespoke financial planning for many years. We’ve come to appreciate that their approachable, knowledgeable team is always only a phone call away.

Our financial wellbeing is routinely reviewed, offering timely advice as our circumstances change. At a recent annual meeting, James was able to address our concerns re market volatility, risk management and retirement planning. He had extensive, relevant and relatable data at hand to support his professional advice and our decision making. We were afforded the opportunity to explore our investment options at our own pace, in a friendly, welcoming setting. James provided a considered report of the meeting within 24 hours of its conclusion, focusing on the family at the heart of our investments.

Jo & Gerry
  
 
      Posted on Google  
   
   Stephen North 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have been having advice and help from the Abram Partnership (family) now for 30 years. Without their assistance I would not have been able to retire early.
Both of my children are now seeing the 2nd generation of the Partnership and are benefiting from their extensive knowledge, care and expertise.
Thank you Ken, Sue and family.
  
 
      Posted on Google  
   
   Helen Hunter 
 
 
 
 Trustindex verifies that the original source of the review is Google. My husband and I have been with Abram Partnership for almost 25 years. This excellent company was recommended by friends - the most beneficial recommendation ever. We didn’t, initially, believe that we were really in a position to invest because we felt investments were for people with “loadsamoney”, however we were assured by Ken that great oaks from little acorns grow.
We have seen peaks and troughs and have discovered, over the years, this is normal but we have always been reassured by the professional and efficient conduct of Ken and his team and have every faith in them to do the right thing for us.
Ken has a vast amount of experience and knowledge and is now backed up by a very efficient, youthful team who keep abreast of market developments.
Yearly reviews are always very informative, explaining everything in layman’s terms to financial dummies such as myself (not my OH) in a very relaxed, friendly, yet professional manner.
If anyone was considering securing the services of a financial advisor, they could do no better than contacting Abram Partnership for excellent financial advice. We can, without reservation,  recommend Ken and his team.
  
 
      Posted on Google  
   
   Paul Gwilliam 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have been a client of the Abram Partnership for more years than I care to remember. During that time, we have journeyed together through a number of financial crisis’ including, that of 2008 to the  more recent effects of President Trump’s tariffs. Some events have been more alarming than others!  At all times the advice given to me has been based on market research of a very high standard. In addition they have been most helpful regarding estate management after a family bereavement.  Now, in the autumn of my years I can enjoy a comfortable lifestyle due to their excellent care and attention to detail in the advice they give to clients. This may be as an individual or as a family. I have no hesitation in recommending the Abram Partnership for your consideration.
Paul G
  
 
      Posted on Google  
   
   Mike Andrews 
 
 
 
 Trustindex verifies that the original source of the review is Google. For the past 17 years, I have relied on guidance from the Abram Partnership. Ken consistently provides highly informed financial planning advice. I am pleased to recommend their services to anyone seeking reliable financial advice.
  
 
      Posted on Google  
   
   Angie Petrie 
 
 
 
 Trustindex verifies that the original source of the review is Google. A well organised and easily explained opportunity to understand finances. I don’t know what I’d do without Abram and their team of friendly and supportive professionals. Their diligence allows me to feel confident in my financial situation and lets me get on with enjoying life. 😃
  
 
  
  
 
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Our services

Investments

As independent financial advisers we can provide investment solutions to help you achieve your goals and objectives.
Retirement Planning

We use in depth cash flow analysis/modelling to help you plan and shape your retirement based on your individual circumstances
Tax
Planning

We can advise on strategies to mitigate tax for both businesses and personal clients.
Protection

One of the foundations of financial planning is protection to ensure you and your family are financially secure in the event of your death, disability or serious illness.
Mortgage & Insurance

Buying your first home, moving to a new house or re-mortgaging? We are happy to advise you on mortgage solutions that suit your needs

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Testimonials

Without a doubt, it was of the best decisions- ‘the’ best decision – I have made in my life, when we got in touch with the ‘Abram Partnership’ just should of done it earlier!

Norman Garrett

Ken and the team have been consistent in being supportive and have taken the time to understand completely my position and objectives. They have then suggested the products and services to meet those objectives and have been consultative every step of the way. They have helped me re-engineer my financial future from something ordinary to one of great promise. I highly recommend them.

Jon Hayward

I’m never afraid to ask, even if I feel the question may be a little naïve! Thank you!

Clair Gwilliam

I can ‘forget’ about the details and enjoy life- knowing everything is in hand, just as I want it

Dawn Boughey

We feel confident that if we need advice the Abram team is always ready to give guidance and options; an example of this was when Glenys was deciding what to do with an issue with taxation after taking out her Standard Life Pension in February 2021.

Glenys Bellin

My relationship of more than 30 years with partners within the current Abram Partnership has been one of full and open information flow on both sides, and relevant advice which to date, has been proved to be correct.

Barry Johnson

“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!”

Illian & Sian James

The whole process was very easy and well presented.

Tony Cadwallader

A fast, efficient and insightful service

Chris Shilling

I am very happy with the advice and support regarding my retirement plan for the future from the Abram Partnership.

Simon Tipping

We are very pleased to be the benefit of a first class service.

Bellin Wynford

Would have no issues in recommending Ken to others

Ian Bailey

Always helpful and are conscious of giving sound advice that suites my circumstances.

Michael Jones

Abram Partnership Independent Financial Advisers in Cardiff

Investments

Retirement Planning

Tax Planning

Protection

Mortgage & Insurance

Abram
Partnership
Independent Financial Advisers in Cardiff

Tax
Planning