Abacus Associates Financial Services Ltd – C/O Craig Burridge

Independent Financial Adviser  28 Ternata Drive, Monmouth, Monmouthshire, NP25 5UY
First meeting at adviser's own cost
I build long term relationships by providing Independent advice in a way you understand to meet your needs.
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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Regular savings
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Savings for children
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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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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Long term care
Response rating
10/10
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FCA authorised
Last authorised 29th June 2020
Meet our advisers
Craig Burridge
Independent Financial Adviser

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 an ability to analyse financial protection planning issues.

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 qualification helps advisers develop and demonstrate their financial planning capabilities. 

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 qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

This exam accesses understanding of key retail financial products such as savings, investments and tax wrappers.

About us

I am based in Monmouth and provide Independent Financial Advice throughout Monmouthshire and the surrounding counties. I started in the industry in 2008 and am a member of the Personal Finance Society.

My role is to help you meet your financial and life objectives, I achieve this by using a holistic approach and providing a bespoke advice service. I pride myself on excellent customer service and take the time explain my advice in a jargon free and clear way so that my clients fully understand the solutions we agree. I believe in providing an ongoing service to make sure you are kept updated on any legislative or market changes and I’m kept updated with any changes in your individual circumstance. This allows me to make sure we are still on target to meet your objectives.

Our services

I pride myself on relationship building and getting to know clients so I can provide a service for the long term.

Where to find us
Head office address: 28 Ternata Drive, Monmouth, Monmouthshire, Monmouth, NP25 5UY
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
10/10
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FCA authorised
Last authorised 29th June 2020

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