Blow Abbott Financial Services are financial advisors in Lincolnshire, serving the local areas of Grimsby and Cleethorpes. Providing a range of professional financial service and wealth management advice for both your personal and business finances. Contact us today if you are looking for a financial advisor in Lincolnshire, including Grimsby & Cleethorpes.
With a financial advisor in Lincolnshire, the team at Blow Abbott will help you focus on three main areas:
Within each of these areas we have carefully selected the providers we believe offer the right mix of excellent service, competitive charges and performance. Contact us if you require an expert financial advisor in Lincolnshire or the surrounding areas of Grimsby & Cleethorpes.
Our 6 Step Process
We use a rigorous six-step advice process for all our financial clients. This ensures we gain all the information we need in order to match our advice to your financial goals.
Step 1 – ENGAGEMENT
In the initial meeting with an expert financial advisor in Lincolnshire, we will explain our services and the process. As well as answering any questions you may have about our service. We will also take this opportunity to run through the information we require from you.
Step 2 – DISCOVER
From the Fact Find, and other information you provide, we will establish your financial situation, your goals and aspirations. Our financial advisor in Lincolnshire will also establish your feelings and opinions about investment risk.
Step 3 – EVALUATE
The third stage is an evaluation of your current financial situation to identify any gaps or shortfalls against your financial goals. We will prioritise objectives and highlight areas where we need to undertake further research. Enabling us to provide you with the most suitable advice.
Step 4 – RECOMMEND
Based on all this information, what we know about you and your financial situation, our financial advisor in Grimsby will now able to provide you with tailored recommendations. Including illustrations of financial scenarios and the key features of any recommended products.
Step 5 – IMPLEMENT
Should you go ahead with our recommendations, we will then undertake all the necessary paperwork. This includes any administration for any new financial products such as investments or pensions.
After any arrangements have been made, we will confirm and provide you with all necessary paperwork. With our expert team of financial advisors in Lincolnshire, you can rest assured you are in safe hands.
Step 6 – CONFIRMATION
Depending on the service level you have decided on, we will schedule in reviews and the provision of ongoing advice.
We can just act for you in setting up the transaction. However, we would recommend regular reviews and ongoing advice. In order to ensure your financial affairs are kept up to date with your circumstances. This also gives us the opportunity to review the performance. The fees for our onging financial advisor service will be discussed separately. Contact us today if you require an expert financial advisor in Grimsby or the surrounding areas of Lincolnshire.
Blow Abbott Financial Services Ltd is directly authorised and regulated by the Financial Conduct Authority (FCA).
J Rowe (Grantham)
A very big thank you for all the kind support and professional guidance you have given us over the past few weeks, during a very difficult time.
Sean McCue - Director, House of McCue & Estelle Ear Piercing
The team at Blow Abbott have really taken the time to understand the intricacies of my two trading businesses.
David Williams - Business Owner, Clee Quality & Safety Services Ltd
I value the proactive and personal approach taken by Blow Abbott towards me and my small business.
Keith Haycock - Office Manager, Newby Leisure
Newby Leisure are extremely satisfied with the way Blow Abbott maintain our Group Personal Pension plans.
Blow Abbott manage the Pension Scheme efficiently taking all the worries away, leaving Newby Leisure to concentrate on the daily running of the business.
I would highly recommend Blow Abbott for this roll to any future clients.
Y & K Watts
My sister and I would like to thank you very much for guiding us through this very complex process of setting up a lifetime trust, and we would be more than happy to endorse your services to any new clients you may have in the future.
M & J Peyton
We would like to thank Sophie and the probate team for all their help in settling our brother’s wishes. It was handled so sensitively, and made it easier for us as a family.
I just want to say a very big THANK YOU to Sophie for all her help and advice in making out my will. She made it so easy for me!
J Williams - Director, Victor Finance
Our accountants since 1985. Many thanks to Denis, Graham and all of his team who provide us with the full package; Management Accounts, Audited Accounts, Payroll, VAT Preparation and sound Financial Advice. We would have no hesitation in recommending their services to any business, large or small
G Wilson - Director, M J Wilson Group
Blow Abbott have provided the M J Wilson Group ltd with the highest level of service and support for the past 40 years. We are proud to be associated with Blow Abott.