Abacus Assurance Financial Services Ltd

Independent Financial Adviser  Coedargraig House, Porthcawl, Bridgend, CF36 5SS
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FCA authorised
Last authorised 30th March 2020
Abacus Assurance have been trading successfully for over 30 years.
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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Traded endowment policies
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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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EEA
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Rest of world
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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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Stockbroking services
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Long term care
Meet our advisers
Philip Vaughan DipPFS, Cert CII (MP)
Managing Director
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
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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