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 or a financial advisor in 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 a financial advisor in 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 ongoing financial advisor service will be discussed separately. Contact us today if you require an expert financial advisor in Grimsby, Cleethorpes or the surrounding areas of Lincolnshire.
Blow Abbott Financial Services Ltd is directly authorised and regulated by the Financial Conduct Authority (FCA).
If you’re looking for independent advise on selecting a finanical advisor visit the Money Advise Service website here.
Blow Abbott have been completing my personal tax return for a number of years. More recently I have also used them to set up my limited company and their legal services for probate. They’re second to none with a truly personal service.
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.
Blow Abbott are a team of local chartered accountants and legal advisors in Lincolnshire. With over 50 years of industry experience, we provide legal services, including probate. Financial services, including personal pensions. Accountancy, including Xero and payroll packages. We serve the local areas of Grimsby and Cleethorpes, and our core focus is to aid local businesses…find out more
The one stop shop Blow Abbott are legal accountants, we employ some of the top chartered accountants, payroll managers and legal services providers in Lincolnshire. Blow Abbott are the one stop shop for all legal and financial services. Gone are the days of using multiple providers, Blow Abbott provide expert services all under one roof.…find out more
Every 3 years you must re-enrol certain employees back into the pension scheme. Re-enrolment occurs on the 3rd anniversary of your staging date. Regardless of whether you have staff to re-enrol you must still re-declare compliance with the Pensions Regulator. Failure to re-declare could mean that you will be fined by the Pensions Regulator. This…find out more
Waiting for a yearly bill from your accountant is a thing of the past. With our range of fixed monthly fee Accountancy Packages. We have different packages to suit your requirements and all include Cloud Accountancy solutions. See which of our monthly Accountancy Packages would suit you Compliance+ ProActive Spotlight Let cloud accounting help…find out more
Personal Pensions Advice & Investment Advice
personal pensions advice No one wants to think that lack of money will restrict their plans for retirement, but the sad fact is that for many people this is going to be the case. Here at Blow Abbott we offer private pensions in Grimsby, Cleethorpes, and the surrounding areas of Lincolnshire. Our expert finance team…find out more
The choice of savings & investments products can be overwhelming, and finding ones that are right for you depends on so many factors including your financial goals, life stage and attitude to risk. As part of our six step advice process, we will establish what you are wanting to achieve from your savings & investments,…find out more
Experts in wealth management and investment, Blow Abbott believe in partnering with our clients to build long term trust and relationships. Although investment advice is part of what we do, Blow Abbott Financial Services provide a full wealth management approach rather than just investment advice. Are you looking to find wealth management and bookkeeping in Grimsby?…find out more
Lasting Powers of Attorney
Our fees for Lasting Powers of Attorney start at £220 (plus £82 registration fee disbursement). A Lasting Power of Attorney may not be something people consider until there is a need, however, often by this point, it is too late to set one up as the person signing must have full capacity. Blow Abbott are…find out more
Wills & Trusts
Our fees for a Single Will start at £120 and for Mirror Wills £200. No one likes to think about what may happen when they are no longer here, but unfortunately it is a fact of life and having a Last Will & Testament (Will) helps ensure that you decide what happens to not only your assets,…find out more
Probate is the process involved in dealing with a person’s assets on or after their death. The executors in the Will, if the deceased had one, would be responsible for dealing with the person’s assets. As well as distributing them as per their wishes. Blow Abbott have a dedicated and experienced legal team to assist those…find out more
Taking out a funeral plan gives you the peace of mind that your funeral is pre-planned, pre-designed and pre-paid for when the time comes. Leaving your family behind is hard enough, so take away the strain of choosing and paying for a funeral with our dedicated funeral planning service. Funeral Plans with Golden Leaves …find out more
Terms of service agreement
By using this web site, you are agreeing to comply and be bound by the following terms of service and use. Please review the following terms in their entirety and ensure their comprehension before using and viewing this web site. The terms “us”, “we”, “our”, or “owners” refers to “Blow Abbott” and administrative operators of…find out more