Abacus Associates Financial Services Limited
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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
-
Mortgages
- Buy to let
- Buying first home
- Equity release
- Flexible mortgages
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
-
Financial planning
- Wealth management
-
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
-
Insurance & protection
- Accident & sickness
- Buildings and contents
- Commercial motor
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
- Travel
-
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
-
Expatriate finances
- EEA
-
Business
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group critical illness
- Group income protection
- Group life insurance
- Group private medical insurance
- Group risk
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Long Term Care
- Long term care
72 Ermin Park, Brockworth, Gloucester, Gloucestershire, GL3 4DP
Abacus Associates are a well established local firm with a team of advisers who average 12 years financial service experience. We offer a no obligation meeting in your home or at our offices. We choose products truly independently from the open marketplace and our clients choose whether to pay a fee or allow the product provider to pay commission.
Abacus Associates offers truly independent financial planning and wealth advice. We seek to be the 'Trusted Adviser' for our clients, helping on all aspects of their financial well-being. We understand how markets work and how investors behave. Armed with this understanding, we try to ensure our clients have the most successful investment experience possible.
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