Abacus Financial Options are well established independent financial advisers with offices based in Ferndown near Bournemouth. Our team of friendly and knowledgeable advisers cover much of Dorset, Wiltshire, Somerset, Hampshire, London, Cornwall and beyond, delivering comprehensive financial information and financial advice to our valued clients.
As independent financial advisers we are able to look at the whole of the market, working with our clients to deliver personalised solutions and help them meet their financial goals. The success of our approach to advising clients on their needs has led us to build long term working relationships and allowed our company to enjoy organic growth largely through word of mouth.
As independent financial advisers we are able to look at the whole of the market, working with our clients to deliver personalised solutions and help them meet their financial goals. The success of our approach to advising clients on their needs has led us to build long term working relationships and allowed our company to enjoy organic growth largely through word of mouth.
Services
As independent financial advisers we are able to advise on a wide range of financial products from an extensive range of product providers. We use advanced computer software to aid the research, compare and select the most suitable arrangements. This process enables us to explore options and search for the most appropriate for our clients' individual needs.
The 'Mortgage and Insurance Service & Costs' and 'Client Agreement For Investments & Insurances' Documents explain the way we work and how we are paid for different aspects of our work with clients. The Customer Privacy Document explains how we use your personal data and your rights in relation to your personal data.
This notice sets out how we will process your personal data in line with the General Data Protection Regulations. Once you have read the customer privacy notice, please tick to confirm that you have read it and that you agree to Abacus Financial Options processing your personal information for the purpose of contacting you.
We pride ourselves on delivering high quality financial planning and welcome the feedback we receive from clients. I would like to express my thanks for the work you have done in arranging my re mortgage recently. I am absolutely delighted with your service and it was so good to deal with a mortgage adviser who is truly interested in my needs and current circumstances.
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