Abacus Associates Financial Services Limited

Independent Financial Adviser  Talbot Green Business Centre, Cathays, Cardiff, CF24 4HA
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FCA authorised
Last authorised 17th February 2020
Abacus Associates Financial Services Limited is a well established firm of Independent Financial Advisers who specialise in personal financial planning
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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Bad credit
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Building your home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Traded endowment policies
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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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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection 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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Group ISA
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Group Pension/Stakeholder
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Long term care
Meet our advisers
Phil Buttle Dip PFS
Independent Financial Planner
About us

Abacus Associates are a financial planning firm whose advisers are interested in learning what their clients want, and then helping them to achieve it. At Abacus we will never give advice without firstly taking the time to truly understand our clients. Phil Buttle is our South Wales planner. Phil mainly works with business owners, and 'at retirement' or 'in retirement' indivduals. He has a loyal client base who hold him in high regard. Phil grew up in the Cathays area of Cardiff, and now lives in Llanharan (near Cardiff) with his young family.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Talbot Green Business Centre, Heol Y Twyn, Mid Glamorgan, Pontyclun, Pontyclun, CF72 9FG

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