ABA Wealth Solutions
ABA Wealth Solutions
ABA Wealth Solutions Cheltenham

ABA Wealth Solutions Limited

ABA Wealth Solutions provides independent financial advice to both individual and corporate clients.

We provide bespoke financial planning solutions from the whole of market by taking time to fully understand you, your family and your objectives.

Our guiding principles:

  • Best advice - providing you with products and services suitable for your needs
  • Great service - prompt, reliable, friendly; always centred around you
  • Clear, open communication - so you always know where you stand
  • Good information - honest and accurate, timely and relevant
  • Continual improvement - enhancing and updating our service to you
  • Quality control - identifying failings and putting them right
  • Checking and monitoring - reviewing information, tracking progress

2Plan Wealth Management - The back office that helps ABA Wealth Solutions

Launched in July 2007, 2plan have continuously built on their strengths to become one of the leading wealth management firms in the UK. Their head office administration, technology and regulatory teams provide exceptional support, greater financial strength and the reassurance of team of experts behind ABA Wealth Solutions.

Akbar Patel - Managing Director of ABA Wealth Solutions PFS

Akbar Patel - Dip FA, CeMAP, Certs CII (ER)
Company Director, Independent Financial Adviser

T: 01242 374 071

M: 07881 995 575

Email: akbar@abawealthsolutions.co.uk

With 14 years of expertise in the financial services industry, Akbar prides himself on providing a first-class level of service. Every client is unique, and so his approach is personal; his aim is to get know each individual and what's important to them.

He is passionate about taking care of his clients by developing long-lasting relationships and building trust.