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Fish Swimming

Independent Chartered Financial Planner

Abacus Financial Options Ltd is authorised and regulated by the Financial Conduct Authority

Financial Services Register No: 576165 (https://register.fca.org.uk/s/)

Dan Hills

APFS, CertPFS(DM), CertCII(MP&ER)

Dan Hills_edited_edited.png

As an independent chartered financial planner, I am able to research from the whole of the market to find products which are suitable and appropriate for your personal circumstances.

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I place honesty, transparency and integrity at the core of my relationships with clients, and will only advise you to do what I believe would be in your own best interests.

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I have a particular passion in helping clients with their retirement income planning, investment strategies, and inheritance tax mitigation. I also enjoys helping clients with mortgages, equity release, and insurances.

Testimonials

"I would like to provide positive feedback for the work of Mr Dan Hills succeeding under very challenging client circumstances.

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I am particularly impressed by the way in which Dan quickly grasped the 

complexities of my particular Mortgage Capacity briefing in the context of supporting the client's Civil Court proceedings, all in good time for tight legal deadlines.

 

Dan's continuous communications and accessibility were professional, efficient and he became a valued professional, ethical, ally for the client.

 

It is certainly to Dan's credit that he demonstrated strong capability of reliably supporting any current and future clients who may be dealing with their respective legal processes.

 

Importantly, the quality of Dan's comprehensive and transparent reporting also adds critical support to both Counsel and the Court; a clear competitive and professional edge to Dan's work.

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I look forward to working with Dan again, and I would encourage other clients, current and future, especially with similar circumstances to do the same."

D. Martin

contact

To Request a No-Cost Initial Consultation...

07707 900607

dan@abacusfinancialoptions.co.uk

Abacus Financial Options,

Arena Business Centre,

9 Nimrod Way,

Ferndown, Dorset

BH21 7UH

Dan Hills

dan@abacusfinancialoptions.co.uk

07707 900607

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Abacus Financial Options Ltd is authorised and regulated by the Financial Conduct Authority (https://register.fca.org.uk/s/). Financial Services Register No: 576165

 

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

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If you wish to register a complaint against Abacus Financial Options, please write to us at Arena Business Centre, 9 Nimrod Way, Ferndown, Dorset BH21 7UH or email us at jeremy@abacusfinancialoptions.co.uk

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A summary of Abacus Financial Options' internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with Abacus Financial Options, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

 

Registered Address: 12 Haviland Road, Ferndown Industrial Estate, Wimborne, Dorset BH21 7RG
Registered in England, No. 07880295

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