Investments are one of the key elements of financial planning.

Abram Partnership will support you to achieve your goals and objectives. We’ll do this by understanding you and building a robust financial plan to help achieve them. We want you to feel empowered to shape your meeting purely on your personal priorities.

We have full scope of the market being independent and can advise across whole of market to really give you the full choice and flexibility to invest. Not investing, or not doing it properly, can mean a longer working life. When taking investing seriously, the returns generated from your investments can provide financial stability in the future.

The financial world can be extremely complex. Analysing and monitoring the enormous diversity of products, funds, wrappers and platforms is important. It ensures you obtain the best solution each time we review your current provisions and objectives.

We’ll help you select the right solution to save and invest for your future, taking into consideration everything from your risk appetite to the term you want to invest for.

We are happy to offer a FREE INITIAL consultation meeting so we can understand your goals and you can get to know us.

The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance. Investments should be considered over the longer term and should fit in with your overall attitude to risk and financial circumstances.

Useful Guides

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Guide To Getting My Finances in Order

When it comes to making financial decisions, you don't have to go it alone. 

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Guide To Post Covid-19 Retirement Planning

Pandemic Leads to Changes in Future Retirees' Plans

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