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