Abacus Associates Financial Services Ltd

Independent Financial Adviser CIBA Building, 146 Hagley Road, Edgbaston, Birmingham, B16 9NX
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th July 2019
Impartial, bespoke financial planning and wealth management. Specialising in personal and corporate Investments, Retirement Planning, Pension Transfer and Inheritance Tax
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Sam Kossar
Independent Financial Adviser
Where to find us

CIBA Building, 146 Hagley Road, Edgbaston, Birmingham, B16 9NX

Make an enquiry
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 or or email

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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