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  11. Abacus Associates Financial Services Ltd

Abacus Associates Financial Services Ltd

Independent Financial Adviser  CIBA Building, Edgbaston, B16 9NX
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FCA authorised
Last authorised 16th May 2022
Impartial, bespoke financial planning. Specialising in personal and corporate Investments, Retirement Planning, Defined Benefit Pensions and Inheritance Tax 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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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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Critical illness
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Income protection insurance
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Life 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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Sharia finance
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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)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Adviser unavailable
This adviser is currently out of office and not available for contact

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