Abacus Associates Financial Services Limited

Independent Financial Adviser Talbot Green Business Centre, Heol Y Twyn, Talbot Green, Mid Glamorgan, Pontyclun, CF72 9FG
First meeting at adviser's own cost
Response rating
10/10
FCA verified
15th April 2019
Abacus Associates Financial Services Limited is a well established firm of Independent Financial Advisers who specialise in personal financial planning
We can advise you on
    • Corporate pension
    • Group ISA
    • Group pensions
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • 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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Phil Buttle Dip PFS
Independent Financial Planner
What our clients say
I met Phil for the first time in May 2009. I was. I must admit, nervous to say the least at the prospect of discussing financial matters with someone I did not know. Suffice to say I need not have worried as Phil instantly put me at ease. His manner was very professional while sympathetic to my needs. I soon realised that I could ask him anything. He spent a lot of time explaining in detail (in words I could comprehend), products and investments that would suit my needs best. All subsequent appointments have been followed up with comprehensive documentation. I know he is willing to answer any of my queries on financial matters either over the phone or via email. This amounts to me feeling well supported by someone who cares about me as an individual as well as my investments.
Liz Graham, Wotton-under-Edge
Phil has provided Independent Financial Advice to us for the last three years. During that time we have found him to be honest, trustworthy and reliable. Phil is easy to get on with and always tries to make our busy lives as easy as possible; often willing to discuss affairs at short notice or even at the weekend. We would have no hesitation in recommending his services to any of our closest friends or family.
James & Jayne Eller, Rogerstone, Newport
I'm a client of Phil Buttle, Independent Financial Consultant, who I've been dealing with over the last 12 months. I've found Phil to be extremely helpful and supportive over this period as myself and my wife were undergoing a few changes to our financial situation during 2011. Basically, there were my wife cutting down her work commitment from 5 days to 2 days from last September, and I was considering taking voluntary redundancy and in fact took it in December 2011. Also, one daughter getting married last year and another one in 2012 plus other things, so you can guess we're going to face some fundamental changes in our situation, with questions such as could we afford it, and planning short, medium and long term. Phil offered practical advice as to hot to plan for our financial arrangements going forward. This included a cash flow analysis report to meet our outgoings. He also produced a financial planning report to examine existing arrangements, and work out the best choices and options for our plans. This was undertaken with continuous communication and recommendations with ourselves and agreement at every stage. With an ongoing review service, Phil gives us the confidence that our financial well being is being looked after in a sensible and fair manner which is suitable for our lifestyle and forthcoming plans.
Emlyn Jones, Tonteg, Pontypridd
Where to find us

Talbot Green Business Centre, Heol Y Twyn, Talbot Green, Mid Glamorgan, Pontyclun, CF72 9FG

Make an enquiry
About us

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 services

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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000

Similar advisers near you

Independent Financial Adviser 1.07 mi
 
 
Independent Financial Adviser 1.15 mi
Professional friendly advice from an award winning consultant with 30 years experience in Financial Services.
 
Independent Financial Adviser 5.31 mi
The best Financial Adviser firm in Wales - as voted by Citywire's New Model Adviser, Professional Adviser and VouchedFor. Authors.
 
Independent Financial Adviser 5.46 mi
We are a team of award winning financial advisers based in Pontypridd. We offer a free initial review.