Achieve your goals in life with our expert financial planning.
Abacus Associates Financial Services is a well-established firm of Independent Financial Advisers who specialise in personal financial planning. We have advisers based throughout England and Wales who are ready to help you with a personal financial planning meeting in your own home or at our offices.
Who We Are
Abacus Associates Financial Services is one of the country's leading firms of Independent Financial Advisers with funds under management of circa 1 billion. We are a genuinely independent practice with no ties to any Insurance Company, Bank, or other financial institution. This independence enables us to advise our clients on products and services from across the whole of the market place. We tailor our service to the diverse needs of our clients, offering each one the best possible choice.
What We Do
We offer a professional, friendly service with solid, down-to-earth advice that you will understand. We focus on providing our clients with independent wealth management services and, through our investment in technology and the training of our support team, pride ourselves on delivering a highly streamlined service for all our clients. Our services include:
- Investments: We offer a wide range of investment products and services, including ISAs, SIPPs, andPortfolio Management.
- Life Assurance: We provide life assurance products that cater to your specific needs, including term assurance, whole of life, and critical illness cover.
- Retirement Planning: Our highly skilled advisers can help you plan for your retirement, including pension planning, annuities, and drawdown products.
- Workplace Pensions: We provide workplace pension solutions for businesses of all sizes, helping you to meet your auto-enrolment obligations.
- Mortgages and Loans: Our experienced advisers can help you find the right mortgage or loan for your needs, including residential and commercial mortgages, and secured and unsecured loans.
- Will and Trusts: We offer a range of Will writing services, including Mirror Wills, Living Wills, Trusts, Power of Attorney, and Probate.
What You Can Expect
At Abacus Associates Financial Services, we are committed to providing our clients with a professional, friendly, and efficient service. Our advisers are highly trained and experienced, and we pride ourselves on building long-term relationships with our clients. We understand that every client is unique, and we tailor our service to meet your individual needs.
Customer Service
The reviewer was extremely satisfied with the assistance they received from Andrew, who demonstrated extensive knowledge of the options presented. The service was not only informative but also friendly and easy to understand.
Recommendation
The reviewer highly recommends the service due to their positive experience.
