Abacus Financial Planning Ltd

Independent Financial Adviser 53 Old Hill Crescent, Christchurch, Newport, Newport, NP18 1JL
FCA verified
16th September 2019
We offer understandable, high value independent financial planning advice. Don't ask us, see our testimonials under 'recomendations'.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
adviser-person
Mark Pugh
Independent Financial adviser
Where to find us

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

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.

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

Abacus Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority. Financial Services Register Number 588698.
Registered in England & Wales, Company Number 8321782. Registered Office address: Hillcrest, Old Hill Crescent, Christchurch, Newport, NP18 1JL.
Trading address: HillCrest, Old Hill Crescent, Christchurch, Newport, NP18 1JL.
Telephone:

Similar advisers near you

Independent Financial Adviser 1.27 mi
At Moorland Mayfair our aim is to make the complex world of financial services clear, simple and tailored to you.
 
Independent Financial Adviser 1.93 mi
Receiving the right advice has never been more rewarding. You're just a few clicks away from discovering that for yourself.
 
Independent Financial Adviser 1.97 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
 
Independent Financial Adviser 1.97 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.