Peter Shaw is the Former Senior Manager at BNY Mellon.
Peter says: "I was recommended Abacus when I was looking for someone whom could help me plan for early retirement making best use of my pensions as well as other monies received in a way that would be tax efficient. Mike has always been very friendly and professional, he listens and finds good solutions. If anything I should have contacted Mike many years ago. I am in a fortunate position where because of redundancy and with Mikes help I have been able to take early retirement and am now living the life I thought I would never be able to. My thanks to Mike for his assistance in achieving this."
Abacus Advice has been fortunate to have Ray Beard as legal counsel for many years, so it’s especially gratifying that his private pension has given him the freedom to semi-retire. Of the many interests he now has time to enjoy, running his pension isn’t one of them. He chose Abacus Advice to do that for him.
Ray says: "Mike Hardy and I got to know each other through my work as a solicitor and over the years, I’ve come to respect his dedication and professionalism. To say that his advice has been life-changing is no exaggeration. As a result of his in-depth knowledge of the complexities of current pension arrangements, I’ve been able to switch from full-time to part-time practice ahead of the state retirement age. I now have the time to pursue my many other ambitions. I can genuinely recommend Mike’s clear, considered guidance, without reservation."
Founder & Managing Director of biggSolutions Ltd, President & CEO of biggSolutions Inc as well as Recruitment Manager at Intuit, it's fair to say Steve is pretty busy. His work demands a lot of travel, so he prefers to spend his leisure time with his family, rather than dealing with his personal finances.
Investing for the future is important so he knew he needed someone with a proven record of managing investments. Steve chose Abacus Advice.
Steve says: "Mike is an expert in the financial markets. He keeps me constantly informed of any trends, market fluctuations or investment opportunities. He's consistent and highly professional. I would recommend anyone to work with Mike if you're looking for a straight and honest reflection of the market situation and where best to invest your savings, funds or pensions."
Wendy is a Sales Director at Speedy Plc, the market leader in Tools, Plant and Services solutions. It's a demanding role within a competitive environment. When she's not working, Wendy runs marathons, and enjoys foreign travel with her family. Somehow, she's found time to study for an MBA in Marketing. Her time is precious so Wendy decided to delegate the stewardship of her finances, and approached Abacus.
Wendy says: "Abacus Advice was recommended to me by a friend and I have never looked back. They have provided me with excellent advice and services on many occasions over a long period of time, and I have no hesitation in recommending them."
Bill enjoys his work as a senior manager at PricewaterhouseCoopers where he heads a team of professionals. The job demands extensive foreign travel, so Bill values time with his family, and relaxes by playing golf, and cycling. He doesn't have time for managing investments.
William says: "I contacted Abacus Advice over a year ago when I was looking to maximise my returns from my pension investment (previously with Standard Life). Mike offered advice, initially by email and phone, then suggested that we meet so he could take me through what Abacus Advice could offer. Mike's advice was friendly, professional and straightforward, which allowed me to understand my options. It was obvious that he was an expert in his field; he assessed my attitude to risk and developed a portfolio that suited my individual situation and retirement plans. Mike didn't charge for the consultation and was transparent about his fees so that I had a clear understanding of future costs. I was assured that it was in both our interests to maximise my returns. Mike keeps in regular contact, and makes sure that my portfolio is reviewed and adjusted as my needs change.' I am very happy with the service that Mike and Abacus Advice provide, and I would recommend you give him a call if you're looking for similar financial advice."
Susan is a highly successful and busy legal professional who knows the meaning of service. As head of Corporate at Furley Page Susan takes pride in ensuring that she and her team work collaboratively with clients to achieve their objectives. Straight-talking, nice to deal with and being clear on costs sets Susan and her team apart.
Susan says: "Mike was a pleasure to work with. He is very solution driven when working for his clients and tries to find them a product that suits their needs. I would have no hesitation in recommending his services."