Abacus Associates Financial Services Ltd

Independent Financial Adviser  104-106 Widemarsh Street, Haxby, North yorkshire, YO32 3LL
First meeting at adviser's own cost
I build long term relationships with my clients and their families, ensuring they receive the best advice and service
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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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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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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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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Group private medical insurance
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Group risk
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 29th June 2020
Meet our advisers
Susan Hemingway DipPFs
Independent Financial Advisor

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of investment products and the risks involved.

About us

BASED IN YORK Friendly IFA with over 20 years' experience. I look after clients in the York area as well as others in West Yorkshire , East Yorkshire and the North East areas. I provide advice that is tailored to you , my recommendations are easy to understand and I am dedicated to making sure you get the right advice at the right time. I offer a no obligation meeting in your home or at your place of work. I can help with all financial planning needs including :

Tax Planning & Wills
Mortgages & all Insurances
Retirement planning & Pensions
Savings & Investments.

Our services

I take time to get to know you and your circumstances and provide fully independent advice to suit your needs. I am open , honest and fair. My advice is in plain English so it is easy for you to understand and it's fully independent so you can be sure any recommendations made are right for you.

Where to find us
Head office address: 104-106 Widemarsh Street, Hereford, Hereford, HR4 9HG
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 29th June 2020

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