Abacus Associates Financial Services Limited

Independent Financial Adviser 1 Penleigh Gardens, Wombourne, Wolverhampton, WV5 8EJ
FCA verified
2nd December 2019
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Group Pension/Stakeholder
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Long term care
Meet our advisers
adviser-person
Jonathan Lowe
IFA
Where to find us

1 Penleigh Gardens, Wombourne, Wolverhampton, WV5 8EJ

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.

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

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