Abram Partnership Ltd Financial Service in Cardiff

Reviews

1. g gpc101 ★★★★★

   Abram Financial Partnership has provided our family with comprehensive, professional, bespoke financial planning for many years. We’ve come to appreciate that their approachable, knowledgeable team is always only a phone call away. Our financial wellbeing is routinely reviewed, offering timely advice as our circumstances change. At a recent annual meeting, James was able to address our concerns re market volatility, risk management and retirement planning. He had extensive, relevant and relatable data at hand to support his professional advice and our decision making. We were afforded the opportunity to explore our investment options at our own pace, in a friendly, welcoming setting. James provided a considered report of the meeting within 24 hours of its conclusion, focusing on the family at the heart of our investments. Jo & Gerry

   almost 6 months ago
2. Helen Hunter ★★★★★

   My husband and I have been with Abram Partnership for almost 25 years. This excellent company was recommended by friends - the most beneficial recommendation ever. We didn’t, initially, believe that we were really in a position to invest because we felt investments were for people with “loadsamoney”, however we were assured by Ken that great oaks from little acorns grow. We have seen peaks and troughs and have discovered, over the years, this is normal but we have always been reassured by the professional and efficient conduct of Ken and his team and have every faith in them to do the right thing for us. Ken has a vast amount of experience and knowledge and is now backed up by a very efficient, youthful team who keep abreast of market developments. Yearly reviews are always very informative, explaining everything in layman’s terms to financial dummies such as myself (not my OH) in a very relaxed, friendly, yet professional manner. If anyone was considering securing the services of a financial advisor, they could do no better than contacting Abram Partnership for excellent financial advice. We can, without reservation, recommend Ken and his team.

   almost 7 months ago
3. Paul Gwilliam ★★★★★

   I have been a client of the Abram Partnership for more years than I care to remember. During that time, we have journeyed together through a number of financial crisis’ including, that of 2008 to the more recent effects of President Trump’s tariffs. Some events have been more alarming than others! At all times the advice given to me has been based on market research of a very high standard. In addition they have been most helpful regarding estate management after a family bereavement. Now, in the autumn of my years I can enjoy a comfortable lifestyle due to their excellent care and attention to detail in the advice they give to clients. This may be as an individual or as a family. I have no hesitation in recommending the Abram Partnership for your consideration. Paul G

   almost 8 months ago

1. Mike Andrews ★★★★★

   For the past 17 years, I have relied on guidance from the Abram Partnership. Ken consistently provides highly informed financial planning advice. I am pleased to recommend their services to anyone seeking reliable financial advice.

   almost 8 months ago
2. David Clements ★★★★★

   My wife and I have been with the Abram Partnership for a good number of years now and can honestly say that they have transformed our financial position and prospects. I cannot emphasize enough how grateful we are to the AP team for the excellent service and advice we have received over the years. They also happen to be very nice people to deal with! Thoroughly recommended.

   almost 10 months ago
3. Dean Goff ★★★★★

   I'm very happy with the service I received from Chris H at Abram Partnership. Chris is both professional and approachable. His explanation of investment options, risks and returns was very clear. He was also very keen to understand my investment goals, as well as my attitude towards risk. Highly recommended.

   almost 4 years ago

1. Jennifer Gilmour ★★★★★

   Thank you to Chris from Abram Partnership Ltd - Bristol for helping me set up my health insurance. Chris was efficient and made sure that all of my health conditions were listed but underwritten so I can return after 5 years with a problem if I needed to. I didn’t think it would be possible with such a complex variety of conditions but Chris knew exactly what to do. Not only has Chris helped with setting everything up, he has kept checking in and is always thinking of how he can better serve his customers. Chris is now helping with my husbands pension and we will continue to use his services. Thank you again Chris.

   almost 4 years ago
2. Arek Grzelak ★★★★★

   I fully recommend Abram Partnership Ltd. I received fantastic service from Chris

   almost 4 years ago
3. Leila Gamaz ★★★★★

   Working with Chris at Abram has really transformed our lives! His freindly, approachable, helpful style enabled us to really dig into our financial situation and get ourselves into a much stronger position. He works hard to ensure that your values and what's important to you is accomodated at every point in the process. Would highly recommend working with Chris, whatever your financial circumstances.

   almost 4 years ago

1. Robin Gilmour ★★★★★

   Fantastic service from start to finish from Chris, all my questions answered in a clear way that I could understand. High recommend !

   almost 4 years ago

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