Abacus Associates Financial Services Limited

Independent Financial Adviser  1 Penleigh Gardens, Wombourne, Staffordshire, WV5 8EJ
check
FCA authorised
Last authorised 6th April 2020
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Corporate pension
check
Group Pension/Stakeholder
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Long term care
Meet our advisers
Jonathan Lowe
IFA
About us

Abacus Associates Financial Services Limited is an established firm of Independent Financial Advisers (IFA's) with offices throughout the UK, offering a full range of services to help your money work harder for you.

We are a genuinely independent practice, our financial advisers have no ties to any companies or product ranges. We tailor our service to the diverse needs of our clients offering each individual the best possible choice and can search over 30,000 products to advise you on the right one for you.

We offer a complimentary initial consultation to review your finances and Jonathan specialises in pensions & retirement planning, workplace pensions, investments, life assurance, ISA's and long term care planning. We also have a Will writing service and can assist you with arranging Powers of Attorney and the administration of Court of Protection Deputy Orders.

The office in Wolverhampton offers these services throughout the West Midlands, South Staffordshire and large parts of Shropshire.
We offer a friendly financial advice service and work with a number of solicitors and accountants in the area. So if you are looking for straight talking, independent and down to earth advice that you will understand contact Jonathan on <phone number hidden>.

Our services

Pensions including Automatic Enrolment pension schemes, investments including those required through trusts and a variety of protection issues.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

1 Penleigh Gardens, Wombourne, Wolverhampton, WV5 8EJ

Similar advisers near you

Independent Financial Adviser 2.4 mi
 
 
Independent Financial Adviser 2.45 mi
We've worked with the West Bromwich Building Society for many years, helping hundreds of customers make informed financial planning decisions
 
Independent Financial Adviser 2.69 mi
Navigate your pensions and retirement with a specialist family firm of independent financial advisers.
 
Independent Financial Adviser 2.93 mi
We've worked with the West Bromwich Building Society for many years, helping hundreds of customers make informed financial planning decisions