Abacus IFA Ltd

Independent Financial Adviser  55 Lackford Road, Coulsdon, Surrey, CR5 3TB
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FCA authorised
Last authorised 6th April 2020
Chartered advisers Specialising in pensions / investment and at retirement solutions but overriding we help individuals achieve true financial independence.
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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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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Critical illness
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Healthcare
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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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Corporate pension
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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
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Long term care
Meet our advisers
Malcolm Hodgson DipPFS
Independent Financial Adviser
Neil Richmond FPFS
Managing Director
About us

With roots dating back to 1992 Abacus IFA provide a bespoke wealth management service from a well respected and highly qualified advisory team. Having vast experience as independent financial advisers Abacus are well placed to give advice to both companies and individuals alike regarding all aspects of their pension and investment arrangements . Areas of discussion include suitability, cost effectiveness and ongoing advice issues. Being pension specialists also allows us to give consideration to the merits of all types of pension arrangements and provide recommendations as to the appropriateness of transferring benefits to alternative arrangements, giving access to the full range of the new "Pensions Freedom" options.
Our ethos is to ensure that clients receive a service far beyond their expectations. Working in partnership our aim is to help clients achieve the lifestyle they aspire too and have true financial independence.
At abacus all our clients are of equal importance but appreciate not all will require the same ongoing support, reporting, or frequency of meeting with us so with our help you can choose the service that best meets your immediate and ongoing requirements.

Our services

Life Style Planning



Together we will develop a strategy of how best to meet your objectives, quantifying problems, assessing solutions and prioritising action
We will define how we will work and plan a strategy together,learn about you and your aspirations and assist in the education regarding the" Truth about Money"

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

55 Lackford Road, Chipstead, Surrey, Coulsdon, CR5 3TB

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