Phil Bowman Dip PFS - IFA/Director
As director and compliance officer I have sole responsibility of ABFIM Ltd. I formed ABFIM Ltd in 2002 along with my wife Vicky, who has helped establish the company it is today. We have grown the business and have two further advisers and essential back office staff. I have provided advice since 1990, of which I commenced work within the banking sector then progressed to become an IFA.
I work specialising in investment's and retirement planning, but my back ground is within the mortgage market. Therefore I have a good all round knowledge and have over £10 million under management.
I work closely with other professional sectors, such as accountants and solicitors so have a good ability to liaise with these professional's for the benefit of our client's.
As a company we are a forward thinking business in an ever changing market. We encourage and embrace the FSA principles in treating our customers fairly.
All advisers are on a program which will ensure we have the necessary skills and knowledge in time for the changes in 2012 when new levels of qualifications are implemented. In fact, myself and one other are already at Diploma level with one more very close.
This I hope will give the confidence to our clients that we will be able to continue to give advice long into the future.
Mick Rendell Dip PFS – IFA
I joined the industry in 1990 after initially starting my career in an accountant practice. After a few years of advising in the direct sales market I moved in 1995 to become an Independent Financial Adviser working mainly in the areas of specialist corporate, investment and pensions advice. Norwich Union then offered me a new challenge and I spent 5 years in a technical post with Norwich Union (Aviva) before returning to be an IFA at the beginning of 2005.
Holder of Diploma in Financial Planning and Advanced Financial Planning Certificate qualifications allowing me to provide independent financial advice involving Specialist Pension, Corporate and Trust planning. G60, JO4, & JO5 qualified.
I moved to ABFIM Ltd July 2009 and within ABFIM Ltd I am able to offer companies and individuals specialist corporate, investment and pensions advice.
Specialist pensions planning advice includes the transfer of Occupational Pensions, setting up new Directors schemes & Buyout plans allowing previous paid-up or deferred pension plans to be utilised by the business and new corporate group schemes and with the support of the other staff we can offer the full range of financial planning including regular and lump sum investments, pensions and mortgages for both companies and individuals.
Recently accepted an invitation to become a Technical Presenter/Adviser for The Pension Advisory Service. The role mainly involves delivering presentation to companies and their employees providing information and guidance to raise the understanding of pensions.
Vicky Bowman - Office Manager / Administrator
I have worked along side Phil at ABFIM Ltd since 2002 and was instrumental in helping him establish the company we have today. I have over 6 years experience in the financial planning industry and I am heavily involved with the compliance issues that surround the financial industry. I also work closely with my colleague Sharon who is Phil's Financial Assistant.
Sharon Turney - Financial Administrator
I worked for many years in Primary Schools and achieved my Certificate in Education. The skills I have learnt have enabled me to assist Phil with our clients and their needs. I support in reviewing clients portfolios and in the administration and setting up of policies. Vicky and I work closely together to maintain the smooth running of the office. I have completed and passed my Certificate in Financial Administration (CF1 and FA2 Pensions).
Michelle Harris - Financial Administrator
I have worked in Financial Services since 1987, of which most of those years were with Aviva formerly Norwich Union. Whilst there I was promoted to Sales Support Manager for Maidstone and Brighton. The experience I gained whilst working for Aviva has taught me many useful skills that enable to perform an enhanced role within the financial adviser sector.
Once I have completed CF2 & CF5 I will be well on my way to then move towards Diploma standard. My day to day tasks are that of general support and administration duties for Mick Rendell Dip PFS Financial Advisor and to assist the running of the office. I enjoy being part of the full financial planning process and being able to provide the support to ensure clients receive a good service.
Tony Bush
Unfortunately due to long term sickness Tony Bush is no longer available to provide advice or recommendations for his clients. It has been agreed that he needs to concentrate on his health and the well being of his family. He hopes to be back with us in the near future. Once he is fit and well he will return and pick up where he left off. I am sure you will join us in wishing Tony a full and speedy recovery as he is sorely missed within the business.