Contact Abigail today

Abigail Stidworthy APFS, DipFA

Chartered Financial Planner

 

 

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Abi is extremely committed to providing high levels of customer service to clients

both new and existing.

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She started off her career in Financial Services in 1999 with Pearl Assurance, based in Exeter, working initially as a local Agent and then as an Area Manager.  In 2001 she was approached to work for the Halifax, and was based at their Torquay Branch for 11 years, firstly in the role of Financial Adviser, followed by that of a Senior Financial Adviser.  In 2013 Abi joined Strategic Solutions to be able to provide Independent financial advice to her clients from our Newton Abbot Office.  Since starting with Strategic Solutions Abi has continued to build on her existing knowledge and experience through ongoing study and examinations and has recently achieved the highly regarded Chartered Status. 

 

Abi is married with a young daughter and son and enjoys cooking and entertaining for friends, boating and walking as well as a love of travelling and holidays.

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She can be contacted directly at email or by calling our Newton Abbot Office on 01626 366322

 

Qualifications:

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Dip FA - Diploma for Financial Advisers (IFS)

APFS - Advanced Diploma in Financial Planning (CII)

 

FPC - Financial Planning Certificate 1,2 and 3 (CII)

CeMAP - Certificate in Mortgage advice and Practise( IFS)

CF1 - UK Financial services, regulation & ethics

CF2 - Investment and Risk (CII)

CF6 - Mortgage Advice

J10 - Discretionary Investment Management (CII)

G10 - Taxation and Trusts (CII)

R08 - Update to Pensions 

AF5 - Financial Planning Process(CII)

​AF4 - Investment planning (CII)

PCIAM - Private Client Investment Advice & Management (CISI)

R01  - Financial Services Regulations and Ethics

R04 - Pensions and Retirement Planning

R05 - Financial Protection

R06 -  Financial Planning Practice

NSC- National Savings Certificate

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