Jake Bird
Independent Financial Advisor @Abacus Associates
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WORK HISTORY
Independent Financial Advisor @Abacus Associates
Independent Financial Adviser | Abacus Associates Helping people make smarter financial decisions for a better futureHi, I’m an Independent Financial Adviser working with Abacus Associates, and I’m all about helping people feel more confident and in control of their finances. Whether you’re planning for retirement, thinking about investing, or just want to get your financial life in order — I’m here to help make it all a lot clearer (and a lot less stressful).As an independent adviser, I’m not tied to any providers — which means I can offer honest, tailored advice that’s all about you. I work with individuals, families, and business owners to build long-term plans that actually make sense for real life.What I can help with: Pensions & retirement planning Investments Life & income protection Tax-efficient planning Financial advice for business ownersAt Abacus, it’s all about building trust, giving honest advice, and keeping things straightforward — no jargon. Just proper financial planning that works for you. Always happy to have a friendly chat if you’d like to know more.
EDUCATION
Chartered Insurance Institute
Level 4 Diploma in Regulated Financial Planning
Leeds Beckett University
Bachelor of Arts - BA, Business Management with Finance
ABOUT JAKE BIRD
Independent Financial Advisor - helping you to create, manage and protect your wealth. Areas of advice include:• Investment Planning• Retirement & Pension Advice• Life & Income Protection• Estate & Inheritance Tax Planning• Business & Corporate Financial Advice
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