Abacus Associates Financial Services Limited

Independent Financial Adviser  Unit 11, Stafford, Staffordshire, ST16 2RH
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FCA authorised
Last authorised 28th September 2020
Abacus advisers have one objective greater than any other: to make sure they protect and increase your wealth.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group private medical insurance
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Long term care
Meet our advisers
Martin Field
Carl Beasley
About us

Abacus Associates Stafford was formed as we are keen to ensure ‘face to face’ financial advice is available for those that need it, following the removal of this advice service by a large number of High Street Banks. We can help with all areas of Financial planning.
With the changes in pension legislation due to come into force in April 2015 now is the time to undertake a full financial review.

Our services

At Abacus we believe it is very important to distinguish the Independent Financial Adviser from the other types of financial adviser that exist in today's market place.
An IFA is a type of adviser absolutely free to advise clients in the whole of market arena. "Whole of market" is a phrase that describes the ability of the IFA to advise in all areas and more importantly to have no restrictive ties to any particular organisation or type of product or advice process.
Abacus advisers use sophisticated technology to help their solutions and to help with managing their clients.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Unit 11, Hollins Business Centre, Rowley Street, Stafford, Staffordshire, ST16 2RH

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