What our clients say
Martin is very approachable and easy to talk to. He understands the level of risk I am prepared to take and
doesn't try to talk me into higher risk investments although he has explained the possible advantages of
doing this. I have a review every year and he is happy to answer questions, advise etc in between times if I
call him - even on matters not directly related to my investments. I have had a good return on my
investments thanks to his advice.
In 2012 when I retired I was recommended to contact Martin to help me deal with my pension and personal
finances. I am so pleased I did.
Martin is friendly, approachable and knowledgeable. He took time to thoroughly explain the choices I had
without any,`sales pressure`.
We then set up a portfolio which I am very happy with for I feel it meets my personal requirements at the
present time and it is being continually
reviewed by Martin. He clearly described all the charges involved and for me his expertise is good value for
I find Martin competent, very trustworthy and have felt confident to recommend him as a Financial Adviser to
Martin has been my financial adviser for many years. He has a very pleasant manner and explains things
thoroughly, nothing is too much trouble. He has guided me through retirement and clearly advised me on
necessary investments, the results of which I am very pleased with. He listens carefully to your needs and
offers advice accordingly, which is particularly good if you need lots of support, like me. He has always been
at the end of a phone to answer questions and give reassurance. I would highly recommend Martin, he is an
Martin provides a considered and structured plan for our retirement investments taking our attitude to risk,
which is a low since we are both now state pensioners, fully into consideration. He communicates his ideas
and explains the reasoning behind them very clearly.
He has, on occasion, willingly researched and recommended products in areas which are not strictly
covered by our agreement with him.
Ultimately the bottom line is that with his guidance and expertise our investments and savings are far
healthier than if left to our own care.
Martin is both extremely professional and supportive. His great strength is his ability to listen, not just to your
financial needs but by taking time to get to know you as a person he gives really constructive advice. He has
helped me and is now helping my husband through retirement planning, a task which is quite daunting after
a lifetime of teaching. His kindness and humour makes the whole process an easy one.
He is very thorough in his advice, explaining complex investment language in simple terms. He gives you
time to consider what you want to do, never rushing you to make decisions.
We would unreservedly recommend Martin to you as we have already done to friends and colleagues.
I found Martin to be helpful and I felt confident that the advice he was giving me was correct. Martin gave me
advice linked to savings, life insurances and a will. Martin was very thorough in his explanations and gave
very professional advice. I would definitely recommend him.
Martin understood our requirements extremely well and provided a good solution. He reviews our situation
and tailors our investments twice a year and if, as has been the case, we require something being done in
between it was done.
There was a friendly and helpful meeting where Martin went over the details of what would need to be considered for our pension rights and how the calculations would be estimated. The information he provided was accurate almost to the penny and gave us a sense of security in making probably one of the most important decisions or our working lives. We were more than satisfied with his advice and put into action a decision that we have not looked back over. Martin was professional at all times and did not pressure us in any way. Advice was totally impartial and exceedingly accurate.
Where to find us
46 Adcott Road, Acklam, Middlesbrough, North Yorkshire, TS5 7ES
Make an enquiry
Abacus Associates Financial Services Limited is a well established firm of Independent Financial Advisers who specialise in personal financial planning.
With over 30,000 products available from the whole of the financial marketplace, our advisers can ensure you gain unbiased access to not only the cheapest but also the highest quality products available.
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.
Truly independent advice from a fully qualified Independent Financial Adviser.
Support from one of the UK’s leading national independent IFA firms which is regulated by the Financial Conduct Authority.
A commitment to ensure all costs and charges are transparent in line with the Retail Distribution Review.
To feel safe and secure in the knowledge that we are committed to the highest of professional and regulatory standards.