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  11. Abacus Associates Financial Services

Abacus Associates Financial Services

Independent Financial Adviser  20 Dalefield Drive, Wrockwardine, Shropshire, TF5 0DP
First meeting at adviser's own cost
As independent financial advisers we pride ourselves in offering “truly independent advice” at all times. Pension transfer specialist qualified adviser.
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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Building your home
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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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Flexible mortgages
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Next home / Remortgaging
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Right to buy
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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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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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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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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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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group life insurance
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Long term care
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Response rating
9.0/10
phone Show number
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FCA authorised
Last authorised 28th September 2020
Meet our advisers
Andy Walker CeFA. DipFA MIFS CeLTCI AwPETR
Independent Financial Adviser

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

What our clients say
I have been a client of Andy's for the last seven years. I find that he explains things clearly and in an easy to understand way. Any queries I have he always answers in the most straightforward, jargon free manner. I have always found Andy to be very professional and friendly with a likable personality. I would certainly recommend him.
Mick, Shropshire
Andy researched and recommended protection cover for our mortgage, he made things very easy to understand and gave us plenty of choice with regard to products. We found him very easy to deal with and would certainly recommend him to others.
Jak, Staffordshire
Andy has been my financial adviser for the last 6 years and I am very thankful for his help and advice. He is a very good listener and certainly has my by best interests at heart. I would never have been able to implement the investment planning he has created for me without his help. We have regular contact throughout the year and he conducts a full review at least once a year. I would be very happy to recommend Andy to others.
Chris, Shropshire
About us

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.

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 services

Truly independent advice from a fully qualified Independent Financial Adviser and Pension Transfer Specialist.

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.

Where to find us
Head office address: 20 Dalefield Drive, Admaston, Shropshire, Telford, TF5 0DP
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 28th September 2020

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