Abacus Associates Financial Services Ltd – C/O Craig Burridge

Independent Financial Adviser 28 Ternata Drive, Monmouthshire, Monmouth, NP25 5UY
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
2nd December 2019
I build long term relationships by providing Independent advice in a way you understand to meet your needs.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • Regular savings
    • Savings for children
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Craig Burridge
Independent Financial Adviser
Where to find us

28 Ternata Drive, Monmouthshire, Monmouth, NP25 5UY

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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