Abacus Financial Planning Ltd

Independent Financial Adviser  53 Old Hill Crescent, Caerleon, Newport, NP18 1JL
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FCA authorised
Last authorised 29th June 2020
We offer understandable, high value independent financial planning advice. Don't ask us, see our testimonials under 'recomendations'.
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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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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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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Employee benefits
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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
Meet our advisers
Mark Pugh
Independent Financial adviser
About us

Professionalism, independence, service, and quality of advice are all areas which we feel a client should consider before committing to a working relationship with an Independent Financial Adviser.

Our advisers have been in the financial services industry for many years and are professionally qualified and dedicated to continuous professional development.

Our Managing Director Mark Pugh, is a highly experienced financial adviser and a member by diploma examination of the Chartered Insurance Institute (CII) and the Personal Finance Society (PFS).

Mark has worked in financial services since 1987 and is actively involved in advising both private and corporate clients in all aspects of financial planning. He has particular valued expertise in retirement and investment planning and has the experience to resolve the most complex of financial problems, in a straight forward manner.

Our services

We care for our clients in the manner we would wish to be treated ourselves and seek to form a comfortable and approachable professional relationship based upon trust and understanding.
When we meet a new client, our aim is to identify the financial needs and objectives, clarify your current situation & financial awareness, and accurately establish your attitude to investment risk.
We understand that today's family and business lifestyles are hectic Finding sufficient time to plan for the future can be difficult and we therefore ensure time spent with ourselves is well planned and of high value to yourself.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£250,000
Advice methods
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    Face to face

53 Old Hill Crescent, Christchurch, Newport, Newport, NP18 1JL

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