Abacus Associates
Robert Whewell is an experienced Independent Financial Advisor with a focus on pension specialization and holistic financial planning. Currently employed at Abacus Associates since August 2021, Robert previously held positions as a Financial Adviser at The Financial Options Group from July 2017 to August 2021, a Financial Consultant at Wesleyan from September 2015 to July 2017, and a Financial Advisor at Edward Bond Wealth Management from February 2014 to September 2015. Robert is a Level 4 Diploma Qualified Financial Advisor and has recently achieved CAS status, advising clients on personal financial goals and strategies.
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