Abacus IFA Ltd

Independent Financial Adviser 55 Lackford Road, Chipstead, Surrey, Coulsdon, CR5 3TB
FCA verified
9th December 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 & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Group risk
    • 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

Similar advisers near you

Independent Financial Adviser 0.82 mi
We are one of the market leading independent national advice firms offering a fresh and innovative approach to financial advice.
 
Independent Financial Adviser 1.41 mi
With over 30 years’ experience, Clear Financial Advice Limited are superbly placed to help you with your financial plan for life. Wherever you are in life and whatever your circumstances, we believe you should have a financial plan that suits you. We work proactively with you to create your bespoke plan. Whether you are building assets or protecting them we offer the right advice and ensure that your ‘Plan for Life’ gives you the best security and protection. You can be sure that we will provide you with the advice and products best suited to you; it’s why so many of our clients rely on us year after year.
 
Independent Financial Adviser 1.67 mi
Free initial 1 hour consultation and telephone based advice. Just telephone for friendly initial advice.
 
Independent Financial Adviser 1.72 mi
Richard provides fully independent trusted holistic client focused financial planning, encompassing investments, pensions, estate planning, mortgages & protection