Hannah Dampney Wealth Planning
Supporting Every Stage of Life
Life rarely follows a straight path. Alongside investments, retirement, and estate planning, we provide additional services designed to protect what matters most and prepare you for the future with confidence.
Tax Planning & Trusts
Careful structuring of your wealth can reduce unnecessary liabilities and ensure your legacy is passed on as you intend. From reviewing wills and exploring trusts to making the most of available exemptions, we help you plan with clarity and precision.
Protection
While we cannot predict tomorrow, we can prepare for it. Our protection solutions cover life assurance, critical illness, and income protection, giving you and your family financial security against life’s uncertainties. With tailored cover, you can safeguard your wellbeing and future peace of mind.
Later Life Planning
As priorities shift, later life planning becomes essential. We help you prepare for changing circumstances—whether that means flexible income strategies, succession planning, or ensuring your estate reflects your wishes—so you can enjoy later years with confidence.
Long‑Term Care
Planning ahead for care needs is one of the most important steps you can take for yourself and your loved ones. We provide guidance on funding options and strategies to ensure choice, dignity, and financial security in later life.
Let’s talk about how you can protect what matters most — contact us to arrange an initial conversation.
© 2025 Abacus Financial Options Ltd
Abacus Financial Options Ltd is authorised and regulated by the Financial Conduct Authority (http://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.
If you wish to register a complaint, please write to us at Arena Business Centre, 9 Nimrod Way, Ferndown, Dorset BH21 7UH or email us at jeremy@abacusfinancialoptions.co.uk
A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, 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:
Forest Links Road, Ferndown, Dorset, England, BH22 9PH
Registered in England, No. 07880295