Abacus Associates

Independent Financial Adviser  Venture House, Fareham, Hampshire, PO14 4AR
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FCA authorised
Last authorised 30th March 2020
Defined Benefits specialist with 30 years Financial Services experience.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Income protection insurance
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Meet our advisers
Alex Groves
Simon Glanville
About us

Based in Titchfield with clients across the South in Portsmouth, Southampton and onto Bournemouth and the surrounding areas.

In collaboration with Simon Glanville and with the support of Abacus Associates, I am delighted to have opened Abacus’s most southerly office at The Tanneries.

I have worked in financial services for 30 years with a concentration on helping small businesses for the past 10 years. As an independent financial adviser I am able to offer a whole of market and unbiased opinion.

Whatever your financial planning needs I aim to be able to assist. My key areas of specialism are:
• Defined Benefits Specialist, Retirement planning (, SIPP, PPP, SHP,)
• At Retirement solutions
• Investments both personal (ISA’s, Open ended investment contracts, Bonds) and Business related.
• Business protection (protection ownership, protecting profitability and covering liabilities. I am also able to assist with Staff benefit schemes.
• Personal protection (mortgage protection, family protection, sickness protection and wealth protection)
Straight talking and total honesty has been my mantra for the past 30 years and I see no reason why this should change. Clients are centric to my business and I always aim to provide the very best solutions for them.

Our services

I want to be my clients trusted adviser for all things financial and to achieve this I need to offer top quality advice with exceptional service. I take the time to fully understand your needs before making and form of recommendation. Having built my recommendations, it’s just as important to me that they are regularly reviewed to ensure my clients aims and aspirations are achieved.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Face to face

Venture House, The Tanneries, East Street, Titchfield, Hampshire, Fareham, PO14 4AR

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