This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
Abacus Associates Financial Services is one of the country’s leading firms of Independent Financial Advisers with funds under management of over £1,000,000,000.
We are a genuinely independent practice with no ties to any Insurance Company, Bank or other financial institution. This independence enables us to advise our clients on products and services from across the whole of the market place.
We tailor our service to the diverse needs of our clients, offering each one the best possible choice. Our advisers strive to build a trusted client relationship which will last a lifetime.
A commitment to ensure all costs and charges are transparent in line with the Retail Distribution Review and to feel safe and secure in the knowledge that we are committed to the highest of professional and regulatory standards.
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I offer a professional, friendly service with solid, down to earth advice that you will understand. I treat clients as individuals.
I listen to your needs, hopes and expectations to understand your goals and priorities.
I have a keen interest in Environmental Social and Governance (ESG) investments and know most socially responsible investors check companies out using ESG criteria to screen investments.
I am also interested in the constant changes to our futures and investments that correlate with these changes.
I never pressure you into accepting advice and you can take as long as you need in order to plan and decide your next steps.
I take instructions on Wills and Lasting Powers of Attorney.
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.