Paul Currer

Sales Director and part owner of the business and has over 30 years experience in financial advice.  He is responsible for the sales and advice that the business provides to its customers. Paul has 4 sons and a daughter and is committed to providing good long-term financial and investment advice.    

Daniel Chard

​Dan is a Director and Advisor Specializing in Pension Advice he is committed to achieving chartered status the highest qualification for IFA's. Dan has been providing advice to clients for over 15 years. He is a keen sportsman and plays for Midsomer Norton Cricket Club and when he is not playing Cricket, he is out with his family or playing Golf.

 

 

Alexia Stawte

Alex is Paul's Personal Administrator and keeps Paul organized. She has worked for the company for 14 years and is a mother of two daughters. She spent several years as a Brownie Guider and was on the school PTA but now enjoys personal fitness classes, socialising and enjoys travelling. 

David Whitrow

Dave is an Administrator and has been with the company since it started.  He administers our communication with a number of our high net worth clients and has used his financial knowledge to build up a substantial investment portfolio. 

 

 

Cameron Varcoe

Cameron is an administrator and a recent hire for the company. When not at the office he enjoys hiking, wild camping, and distance running.

 

Call Office open 9-5 week days

TEL : 0117 9574006
FAX : 0117 9397668

Email: info@abbotassociates.com


 

Address:-

Abbot Associates Ltd

Elleray House

Beckspool Rd

Hambrook

Bristol BS16 1QZ

Abbot Associates Ltd is Authorised and Regulated by the Financial Conduct Authority.
Abbot Associates Ltd is registered in England & Wales and the Company Registration Number is 2873772
Directors: Paul Currer, Daniel Chard.

We are entered on the Financial Services  Register No. 190792 at  www.fsa.gov.uk/register/home.do

• You should be aware that your property may be repossessed if you do not keep up repayments on your Mortgage or other loans secured upon it.
• Past performance is no guarantee of future returns.
• The value of investments and any income from them can fall as well as rise.
• Changes in currency rates may cause the value of certain funds to fall or rise.

The Financial Conduct  Authority does not regulate taxation advice and some aspects
            of Buy to Let Mortgages.

Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the financial ombudsman service to help you resolve this please see the following link for further details: -

http://financial-ombudsman.org.uk
• Our recommendations, and any references to taxation are based on our understanding of current tax legislation which may change in the future. Please note: Tax benefits are subject to change and individual circumstances.

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK

Registered in England and Wales No. 3873772 Registered Address: Elleray House Beckspool Rd Hambrook Bristol BS16 1QZ