Business Details
14 Years
experience
Your Trusted Financial Advisers in Bournemouth
Abacus Financial Options is a well-established independent financial advisory firm based in Ferndown near Bournemouth. With a team of experienced professionals, we serve clients across Dorset, Wiltshire, Somerset, Hampshire, London, Cornwall, and beyond. Our approach focuses on delivering comprehensive financial advice tailored to individual needs, leveraging a whole-of-market perspective to provide personalized solutions. We specialise in mortgages, protection, investments, retirement planning, and business services, supported by advanced research tools and a commitment to long-term client relationships.Our growth through word-of-mouth referrals reflects our dedication to transparency, expertise, and client-centric service. We operate under the regulatory oversight of the Financial Conduct Authority, ensuring adherence to rigorous professional standards.
Services
Mortgages
Life Assurance
Income Protection
Business Protection
Stocks and Shares ISAs
Investment Bonds
Retirement Planning
Equity Release
Long Term Care
Ad-hoc Services
Details
- Year established: 2012
Highlights and features
- We offer over 10 years of experience in independent financial advisory services.
- Our team provides whole-of-market mortgage solutions tailored to individual needs.
- We combine advanced research tools with personalized retirement planning expertise.
- Our advisers hold Chartered status and industry-recognised professional qualifications.
- We maintain transparent fee structures and regulatory compliance for client trust.
Associations and certifications
- Financial Conduct Authority
What people say
Professional and fast service
Grew pension pot successfully
Stress-free mortgage experience
Exceptional client support
Expertise in complex cases
Services
Mortgages
Our whole-of-market mortgage advisory service helps clients secure competitive rates for first-time purchases, remortgaging, investment properties, and government schemes. We assess individual circumstances to recommend suitable products, considering affordability and lender criteria. Our advisers access exclusive deals and provide ongoing support throughout the mortgage process.
Life Assurance
We offer tailored life assurance solutions to protect mortgages, provide family security, and cover critical illnesses. Our advisers help clients select appropriate coverage levels and policy structures to ensure financial protection for dependants. We work with leading providers to find cost-effective solutions matching individual needs.
Investment Planning
Our investment advisory service covers ISAs, unit trusts, investment bonds, and structured products. We use award-winning research tools to create diversified portfolios aligned with risk tolerance and financial goals. We provide ongoing portfolio reviews and market commentary to optimise investment performance.
Retirement Planning
We help clients navigate pension options including SIPPs, annuities, and workplace schemes. Our advisers assess retirement goals to create tax-efficient income strategies. We provide guidance on pension consolidation, drawdown options, and regulatory changes affecting retirement planning.
Equity Release
Our equity release specialists help homeowners over 55 access tax-free funds from their property. We explain lifetime mortgage options and assess suitability based on individual circumstances. We ensure clients understand implications while helping fund retirement needs through regulated products.
People
Johanna Kemp
Director
With extensive mortgage and protection expertise, Johanna provides strategic leadership while maintaining hands-on client advisory services. She specialises in complex mortgage solutions and team development.
Jeremy Howe
Director
Jeremy combines strategic oversight with practical financial advisory experience, focusing on client relationship management and business development across the firm's service offerings.
Dan Hills
Independent Chartered Financial Adviser
Chartered adviser specialising in mortgage solutions for complex legal cases, delivering tailored financial strategies while maintaining professional regulatory standards and client-focused outcomes.
Simon Chandler
Independent Financial Adviser
Experienced adviser known for simplifying complex financial concepts, providing clear guidance on investments and retirement planning while maintaining long-term client relationships through transparent communication.
Rob Lockyer
Director
Paraplanning expert providing technical support and strategic input, ensuring advisory processes meet regulatory requirements while delivering practical solutions for client financial planning needs.
Questions
What financial services do you offer?
We provide mortgages, life assurance, income protection, investment planning, retirement solutions, equity release, and business financial services tailored to individual client needs.
Are you regulated by any official body?
Yes, we are authorised and regulated by the Financial Conduct Authority under registration number 576165 for independent financial advisory services.
Which areas do you cover?
While based in Ferndown near Bournemouth, we serve clients across Dorset, Wiltshire, Somerset, Hampshire, London, Cornwall, and surrounding regions.
How are your advisory services charged?
Mortgage advice includes a £350 fee (50% upfront), equity release £595 on completion, while protection advice is typically commission-based with no client fees.
Can you help with complex financial situations?
Our advisers specialise in handling complex cases including legal proceedings, business financing, and specialist lending requirements with tailored solutions.
