Response rating
7.0/10
FCA verified
20th March 2017

Abacus Associates Financial Services Ltd

Independent Financial Adviser CIBA Building, 146 Hagley Road, Edgbaston, Birmingham, B16 9NX
First meeting at adviser's own cost
Impartial, bespoke financial planning and wealth management. Specialising in personal and corporate Investments, Retirement Planning and Inheritance Tax advice.
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Sharia finance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Sam Kossar
Independent Financial Adviser
Where to find us
About us

Abacus Associates are a well established firm with a team of advisers who average 12 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.

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.

Also offering advice on Auto Enrolment and investment strategies for businesses of all sizes.

Feel free to contact me on or

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000

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