Abacus Associates Financial Services Ltd
-
Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group protection
-
Financial planning
- Wealth management
-
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
-
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
-
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
-
Sharia finance
- Sharia finance
-
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
-
Long term care
- Long term care
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.
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 or email
Similar advisers near you
Legal information
While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.