Abacus Associates are a well established firm of Independent Financial Advisers. We specialise in a full range of financial advice services including, pensions & retirement planning, savings & investments, life & critical illness assurance and trusts & Will planning. We are a genuinely independent practice, our financial advisers have no ties to any companies or product ranges.
We tailor our service to the diverse needs of our clients offering each individual the best possible choice of products. Andy is a fully qualified pension transfer specialist who can advise on all types of pensions and transfers.
We tailor our service to the diverse needs of our clients offering each individual the best possible choice of products. Andy is a fully qualified pension transfer specialist who can advise on all types of pensions and transfers.
Services
Abacus Associates Financial Services Limited is a well established firm of Independent Financial Advisers who specialise in personal financial planning. We have advisers based throughout England and Wales who are ready to help you with a personal financial planning meeting in your own home or at our offices.
Abacus Associates Financial Services is one of the country's leading firms of Independent Financial Advisers with funds under management of circa 1Billion. We are a genuinely independent practice with no ties to any Insurance Company, Bank or other financial institution. This independence enables us to advise our clients on products and services from across the whole of the market place.
We offer a professional, friendly service with solid, down to earth advice that you will understand. We focus on providing our clients with independent wealth management services and, through our investment in technology and the training of our support team, pride ourselves on delivering a highly streamlined service for all our clients.
Abacus Associates Financial Services Limited is a well established firm of Independent Financial advisers (IFA's) with offices in Telford, Hereford, Bristol, Cardiff and Gloucester offering a full range of services to help your money work harder for you. We are a genuinely independent practice with no ties to any companies or product ranges.
When reviewing your existing investments or considering a new one, the starting point should always be - what are you trying to achieve?. Is it capital growth, income or both? The next thing to consider is how much you can afford to invest and for what length of time. We then recommend that you invest your monies in an asset class based portfolio which is designed to suit your risk levels and investment time frame.
Reviews (1)
P. J.
Aug 25, 2020
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