Response rating
7.0/10
FCA verified
27th March 2017

Abacus Assurance Financial Services Ltd

Independent Financial Adviser Coedargraig House, Bridgend Road, Porthcawl, Mid Glamorgan, CF36 5SS
Abacus Assurance have been trading successfully for over 30 years.
We can advise you on
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Sub prime
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Stockbroking services
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
Philip Vaughan DipPFS, Cert CII (MP)
Managing Director
Where to find us
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

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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