Abacus Assurance Financial Services Ltd

Independent Financial Adviser Coedargraig House, Bridgend Road, Porthcawl, Mid Glamorgan, CF36 5SS
FCA verified
19th August 2019
Abacus Assurance have been trading successfully for over 30 years.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • 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
    • EEA
    • Rest of world
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Philip Vaughan DipPFS, Cert CII (MP)
Managing Director
Where to find us

Coedargraig House, Bridgend Road, Porthcawl, Mid Glamorgan, CF36 5SS

About us

Abacus Assurance have been trading as a very successful financial advisory company for thirty years and has a wide range of experience to suit all client needs.

Based in prestigious offices at Porthcawl, South Wales just a few miles from the M4 but with clients all over the UK and Overseas.

Our services

INVESTMENT ADVICE
ISA's
Unit Trusts
BONDS
EIS's
VCT's
Full risk Profilling and client assessment for suitability

PENSION PLANNING
Individual/Self Employed
Corporate/Directors

LIFE ASSURANCE & CRITICAL ILLNESS PLANNING

MORTGAGE ADVICE
Personal & Business

TAX, TRUSTS & WILLS
Portfolio Planning & Succession

TRUSTEE INVESTMENT SCHEMES
Portfolio Management

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Abacus Assurance Financial Services Ltd is Authorised and Regulated by the Financial Services Authority. Registered in England & Wales. Registrtaion No. 571912.

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