Abacus Associates Financial Services Limited

Independent Financial Adviser  88 Dorchester Park, Sandymoor, Cheshire, WA7 1QB
First meeting at adviser's own cost
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
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
Wealth management
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
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Commercial motor
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Travel
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 25th May 2020
Meet our advisers
Paul Stanley

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

Paul Stanley

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

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.

Where to find us
Head office address: 88 Dorchester Park, Cheshire, WA7 1QB
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 25th May 2020

Similar advisers near you

Restricted - whole of market 1.35 mi
Call now to book a convenient meeting time with Adrian!
 
Independent Financial Adviser 2.76 mi
An independent firm specialising in pensions advice and solutions.
 
Independent Financial Adviser 2.97 mi
We offer holistic Financial Planning advice and specialise in Investments, Pensions & Retirement Planning.
 
Independent Financial Adviser 3.19 mi
Dawn Cusack, an IFA with over 30 years experience in financial services, offers clear and impartial independent financial advice.