Abacus Associates Financial Services Ltd

Independent Financial Adviser  CIBA Building, Edgbaston, Birmingham, B16 9NX
check
FCA authorised
Last authorised 26th July 2021
Impartial, bespoke financial planning. Specialising in personal and corporate Investments, Retirement Planning, Defined Benefit Pensions and Inheritance Tax 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
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
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
Sharia finance
check
Long term care
Meet our advisers
MISS Sam Kossar
Independent Financial Adviser
About us

Abacus Associates are a well established firm with a team of advisers who average 14 years financial service experience. We offer a no obligation meeting in your home or at our offices. We choose products truly independently from the open marketplace and offer all our clients a fee based service.

Our services

Sam provides bespoke portfolio planning and investment risk strategies to help clients build their pensions and savings.

She also assists clients with pre and post retirement planning including Pension Freedom and Pension Transfers.

All aspects of protection planning, life insurance, critical illness cover and income protection are also covered. She also offers bespoke and impartial advice on Inheritance Tax issues.

Feel free to contact me on <phone number hidden> or <phone number hidden> or email <email address hidden>

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Adviser unavailable
This adviser is currently out of office and not available for contact

Similar advisers near you

Independent Financial Adviser 1.06 mi
 
 
Independent Financial Adviser 1.38 mi
We talk, we understand, and we work out a plan to achieve the objectives that are most important to you.
 
Independent Financial Adviser 1.39 mi
As a highly experienced, financial services professionalI, I pride myself in being able to provide a bespoke global investment proposition in a personal and friendly manor, one that is truly independent and built on trusting long term relationships.
 
Independent Financial Adviser 1.5 mi
Approachable and cost-effective financial advice to help you to put your finances in order and plan for a comfortable retirement.