Abacus IFA Ltd

Independent 55 Lackford Road, Chipstead, Surrey, Coulsdon, CR5 3TB
FCA verified
21st October 2019
Chartered advisers Specialising in pensions / investment and at retirement solutions but overriding we help individuals achieve true financial independence.
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
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Malcolm Hodgson DipPFS
Independent Financial Adviser
adviser-person
Neil Richmond FPFS
Managing Director
Where to find us

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

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"

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