CIBA Building, 146 Hagley Road, Edgbaston, Birmingham, B16 9NXMake an enquiry
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.
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.
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