Abacus Associates Financial Services Limited

Independent Financial Adviser 6, Wakefield Close, Worcester, WR5 1QR
First meeting at adviser's own cost
Response rating
7.3/10
FCA verified
20th May 2019
Very professional with good service standards and a sound reputation for recommending the appropriate products to meet the clients needs.
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • 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
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Mortgage protection
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Stuart Kerrod
IFA
Accreditations
Certified Financial Planner
Where to find us

6, Wakefield Close, Worcester, WR5 1QR

Make an enquiry
About us

I am a Diploma qualified Financial Adviser based in Worcester, where I reside with my wife and 2 children. I have approximately 13 years’ experience in financial services, where I have gained extensive knowledge in a variety of areas within financial advice.

I offer an unbiased, friendly and professional service to meet the client’s needs and requirements, having access to most products and providers within the market place. I can meet clients in their own home or business on a 1st meeting basis with no obligation to find a suitable solution to meet the client’s needs.

Areas of speciality include pensions, retirement planning, investments, protection (personal & business), Wills & estate planning. Areas of advice outside of my scope can be referred to one of our other specialist advisers within the firm. This includes for example advice on mortgages, equity release and long-term care.

I operate from Worcester where I travel to see my existing and new clients in Worcestershire, Gloucestershire, Herefordshire, Stratford -Upon-Avon and Birmingham. These areas are not exhaustive, and I am willing to travel further if required and feasible to do so.

Our services

Listen to the clients needs and objectives in order to meet there expectations and goals.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0

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