Response rating
7.0/10
FCA verified
27th March 2017

Abacus Associates Financial Services Limited

Independent Financial Adviser 32 Delamere Road, Southport, Merseyside, PR8 2RG
I have over 20 years experience advising clients on every area of financial planning. How can I help you?
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • 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
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • 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
Neil Bartlett DipPFS
Where to find us
About us

Abacus Associates Financial Services Limited is a well established firm of Independent Financial Advisers who specialise in personal financial planning.

We have advisers based throughout England and Wales who are ready to help you with a personal financial planning meeting in your own home or at our offices.

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. Abacus, your Independent Financial Planning Partner for life.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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