Abacus Associates Financial Services Limited

Independent 6, Wakefield Close, Worcester, WR5 1QR
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
11th November 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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Mortgage protection
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
Stuart Kerrod
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
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    Online (Live chat, video, email)
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    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value