ABOUT
“It is good people who make good places.”
Anna Sewell
Author
ABOUT ABACUS
careful planning
Abacus Associates Financial Services is one of the country’s leading firms of Independent Financial Advisers with funds under management of over £1 Billion.
We tailor our service to the diverse needs of our clients, offering each one the best possible choice. Our advisers strive to build a trusted client relationship which will last a lifetime.
What we do
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 pride ourselves on delivering a highly streamlined service for all our clients.
What we stand for
As independent financial advisers we pride ourselves in offering “truly independent advice”, that is advice which is unbiased on a range of financial products and services. We have the best interests of our clients at heart and act solely on their behalf at all times.
What we specialise in
Creating tax savings, Putting strategies in place for families to mitigate Financial Difficulties, Retirement and pension planning, Wills and estate planning, Creating cash flow for businesses and raising finance via mortgages, Wealth Management.
We offer a friendly service with good, down to earth advice that you will understand.
What you can expect
A commitment from a fully qualified firm of Independent Financial Advisers regulated by the Financial Conduct Authority to ensure all costs and charges are transparent in line with the Retail Distribution Review and to feel safe and secure in the knowledge that we are also committed to the highest of professional and regulatory standards.
Who are Abacus Associates
Abacus Associates manages the personal wealth of many people across the UK and over £1 billion of investments, providing clients with financial advice and access to investment products and services.
Our Mission
The ethos of Abacus Associates is founded on traditional values – honour, vigilance and dependability – enhanced by the relentless pursuit of excellence and improvement in every aspect of what we do.
In making every decision, however large or small, we will always consider and calculate the effect and impact of any professional guidance and advice we may give on and to our clients.
That’s the benefit of careful planning.
Contact Us
Call: 01432 343322
Email: [email protected]
Alternatively, use the 'Adviser Finder' page here >
Abacus Associates is a trading style of Saltus Partnership Limited which is authorised and regulated by the Financial Conduct Authority. FCA reference number: 554381
Registered office: Solent Business Park, 4500 Parkway, Whiteley, Fareham PO15 7AZ. Registered number: 07586042
Will writing and some aspects of tax planning are not regulated by the Financial Conduct Authority.
Your home may be repossessed if you do not keep up repayments on a mortgage.
Capital is at risk and you may get back less than you invest.
The firm is not responsible for the content of external links.
