Abacus Wealth Planning Ltd

Independent Financial Adviser  Adelaide House, Brentwood, CM14 4HL
First meeting at adviser's own cost
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Buy to let
check
Buying first home
check
Equity release
check
Flexible mortgages
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Commercial mortgages
check
Corporate pension
check
Group life insurance
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 16th May 2022
Meet our advisers
MR Adrian Pope DipPFS
Director
Cert CII (MP)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

MR Bill Kirton
Mortgage and Protection Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

Mr Paul Moisey DipPFS
Mortgage & Protection Adviser
About us

Offering high quality independent financial advice since 1986, our three advisers have over 75 years combined experience in the financial services industry. Customer service has always been our main priority, and we pride ourselves on the professional, impartial and friendly advice given. Based in Brentwood, Essex we offer advice on a wide range of financial planning services.

Our services

Pensions
Investments
Life Cover
Mortgages
Estate Planning
Equity Release
Long Term Care Planning

Where to find us
Head office address: Adelaide House, 12 King Edward Road, Brentwood, CM14 4HL
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Authorised and regulated by the Financial Conduct Authority
Ref: 125177

Response rating
7.0/10
check
FCA authorised
Last authorised 16th May 2022

Similar advisers near you

Independent Financial Adviser 0.1 mi
April-2015: Pension changes, ISA and Capital-Gains advice available from your local family firm. Get independent ADVICE, not just "guidance"!
 
Independent Financial Adviser 0.3 mi
We are Essex's leading multi-award-winning firm of Chartered Financial Advisers.
 
Independent Financial Adviser 0.73 mi
Experts in pensions , pension transfers, retirement planning and investments. Offering professional face to face advice.
 
Independent Financial Adviser 1.06 mi
We serve one purpose; to help you make the most of your money.