PRACTICE ENHANCING WEALTH
PRACTICE ENHANCING WEALTH
with Abacus Associates – BAAPS Support’s preferred provider
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NEW STRATEGIC PARTNERSHIP
BAAPS Support: Wealth – Surgeon Focused Wealth Solutions provided by Abacus Associates
“I am pleased to announce the launch of a strategic partnership for BAAPS Support Members with one of the UK’s leading advisory firms, creating a dedicated wealth management and financial planning service. The needs of surgeons, their practices, and their families can often be complex, requiring a level of expertise well above the norm; the BAAPS Support Wealth initiative therefore provides a resource to manage our specific needs, with financial planning solutions designed specifically for our profession.”
OUR SERVICES
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FULL LIST OF SERVICES
Access to an extensive range of financial, wealth, tax, and legal services
The full list of services available to BAAPS Members is extensive. The below is a summary of the core services, however please contact us with any of your financial, tax or legal needs. We have established relationships with leading solicitors, tax advisers, accountants, etc, should we need further specialist expertise to support Members;
- Pensions & retirement planning
- Cashflow modelling
- Savings and Investments
- Tax planning
- Insurance protection
- Business Protection (insurance)
- Business profit extraction
- Estate planning & Wills, Trusts and Lasting Power of Attorney
- Loans and mortgages
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Contact Us
Tim Sands, Chartered MCSI is the lead adviser to BAAPS Support, and working with Abacus colleagues, can coordinate wealth management services across the UK for its members.
With 17 years experience in the fund management industry, Tim previously designed investment solutions which were distributed by global banks such as Deutsche Bank, Credit Suisse, Commerzbank, etc; and combined with Chartered status from the Chartered Institute for Securities and Investment (CISI), makes Tim an ideal partner for BAAPS Support members and their potentially complex planning needs.
To contact Tim and the team for an initial consultation, please complete the form or please call him directly.
Please also indicate which services you are particularly interested in:
01432 343322
Head Office - Hereford
07834 644 730
Tim Sands - Direct
0151 632 1968
Tim Sands - Office
Abacus Associates Financial Services is a trading style of Tavistock Partners (UK) Limited which is authorised and regulated by the Financial Conduct Authority, FCA number 230342.
Tavistock Partners (UK) Limited is a wholly owned subsidiary of Tavistock Investments Plc.
Tavistock Partners (UK) Ltd trading as Abacus Associates Financial Services are only authorised to give advice to UK residents.
Registered in England Registered OÂffice: 1 Queen’s Square, Ascot Business Park, Lyndhurst Road, Ascot, Berkshire SL5 9FE. Company Number 04961992.
Will Writing, Lasting Power of Attorneys and some aspects of Tax Planning are not regulated by the Financial Conduct Authority.
Your home may be repossessed if you do not keep up repayments on a mortgage.
The firm is not responsible for the content of external links.
