Abacus Associates Financial Services Limited
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Business
- Corporate pension
- Group ISA
- Group pensions
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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
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Mortgages
- Bad credit
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Flexible
- High loan to value
- Home reversion
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Long term care
- Long term care
7 Parc Bryn Derwen, Llanharan, Mid Glamorgan, Pontyclun, CF72 9TT
Abacus Associates are a financial planning firm whose advisers are interested in learning what their clients want, and then helping them to achieve it.
At Abacus we will never give advice without firstly taking the time to truly understand our clients.
Phil Buttle is our South Wales planner. Phil mainly works with business owners, and 'at retirement' or 'in retirement' indivduals. He has a loyal client base who hold him in high regard. Phil grew up in the Cathays area of Cardiff, and now lives in Llanharan (near Cardiff) with his young family.
Our advisers can help you to build your very own personal strategic financial plan, to ensure your vision for the future becomes a reality.
Our aim is simple - to help you achieve your goals in life.
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