Abacus Associates Financial Services Limited

Independent Financial Adviser  Effingham Road,, Greater London,, SE12 8NT
First meeting at adviser's own cost
Honest, respectful, experienced and proactive to put in place strategies enabling you to achieve your financial goals. Pensions, Investments, Business and Individual Protection. Office 29-35 Heddon Street W1B 4BN. <url hidden>
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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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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Critical illness
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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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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
Response rating
9.0/10
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FCA authorised
Last authorised 27th June 2022
Meet our advisers
MR Kevin Hamblin
Independent Financial Adviser

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

About us

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.

Website. <url hidden>

Our services

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.

Where to find us
Head office address: Effingham Road,, Greater London,, SE12 8NT
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 27th June 2022

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