Abacus Associates Financial Services Limited

Independent Financial Adviser 88 Dorchester Park, Cheshire, WA7 1QB
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
9th December 2019
28 years experience in advising on all aspects of financial planning and recent Degree in Banking and Advanced Financial Planning
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group ISA
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Group risk
    • Long term care
Meet our advisers
adviser-person
Paul Stanley
adviser-person
Paul Stanley
Where to find us

88 Dorchester Park, Cheshire, WA7 1QB

Make an enquiry
Our services

Abacus Advisers are a Whole of Market Independent Advice firm that is highly regarded by the FCA as what good looks like in terms of advice standards, client support and documentation.

You will get a genuine honest appraisal of your circumstances covering all aspects of advice in areas such as Investments, Pensions including Transfers, Tax Planning, Estate Planning, Life Assurance, Funeral Planning, Long Term Care, Wills, Property Trusts, Regular Savings and General Insurance

All advice given is protected by the Financial Services Compensation Scheme and the Financial Obudsman Scheme. All advice is also covered by the firm’s Professional Indemnity insurance.

Advice methods
  • 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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