Abacus Associates Financial Services Limited
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Business
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
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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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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
- Buildings and contents
- Commercial motor
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
- Travel
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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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Expatriate finances
- EEA
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Mortgages
- Buy to let
- Equity release
- First time buyers
- Flexible
- Remortgage
- Residential
- Right to buy
- Self employed
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Long term care
- Long term care
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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