Abacus Advisers

Independent Financial Adviser  29-35 Heddon Street, London, W1B 4BN
First meeting at adviser's own cost
I am an independent financial planner, meeting clients either locally in Essex or London. I am flexible and can hold meetings online at the moment given the restrictions and look forward to meeting you.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Response rating
9.0/10
check
FCA authorised
Last authorised 16th May 2022
Meet our advisers
Matthew Birch
IFA

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

About us

I have been a financial professional for over 22 years, more than 12 years as an adviser, including 5 years working and advising families and business owners in Australia. I work closely with my clients to provide tailored, inter-generational financial planning to achieve long-term goals and objectives.

Our services

Amongst other areas, I specifically help clients with pension advice, including final salary/defined benefit schemes, small business advice and also protection so that you and your family are looked after in the event of illness, injury or passing away.

Where to find us
Head office address: 29-35 Heddon Street, London, W1B 4BN
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.0/10
check
FCA authorised
Last authorised 16th May 2022

Similar advisers near you

Independent Financial Adviser 0.06 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 0.06 mi
Your money is precious, so let us help you make the most of it.
 
Independent Financial Adviser 1.27 mi
Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
 
Independent Financial Adviser 1.54 mi
CHARTERED and CERTIFIED firm, specialising in retirement, investment and protection. Local to Southend, Westcliff & Leigh areas.