Response rating
7.0/10
FCA verified
11th December 2017

Abacus Associates Financial Services Limited

Independent Financial Adviser 7 Parc Bryn Derwen, Llanharan, Mid Glamorgan, Pontyclun, CF72 9TT
First meeting at adviser's own cost
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
    • 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
    • Sub prime
    • 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
Where to find us
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 0.92 mi
Pension and wealth management specialist - Guiding you through the pension maze and helping you with those important retirement decisions.
 
Independent Financial Adviser 2.33 mi
We offer clear, no-jargon Independent financial planning advice 36 years – Experience of providing award winning financial advice.
 
Independent Financial Adviser 2.73 mi
 
 
Independent Financial Adviser 2.79 mi
We are supported by in-house Chartered Tax Advisers providing personalised financial planning to business owners and private clients alike.