Your Independent Financial Planning Partner for Life
Who we are
Abacus Associates Financial Services is a team of experienced and qualified Independent Financial Advisers based throughout England and Wales. Founded on the principles of integrity, transparency, and empowerment, we are committed to delivering personalized financial plans that align with your unique goals and aspirations.
What we do
We offer a comprehensive range of services to individuals and businesses covering:
1. Investments & Pensions
- Comprehensive retirement planning and pension transfer advice
- Investment portfolio management
- Pension scheme reviews and consolidation
- Business pension schemes
2. Life & Protection
- Assess your risk and identify potential vulnerabilities
- Obtain appropriate cover for life, critical illness, and other unforeseen events
- Review existing policies to ensure they meet your evolving needs
3. Savings & Retirement Planning
- Goal-setting and budgeting
- Savings analysis and optimization
- Wealth protection strategies
- Inheritance planning
4. Trust & Estate Planning
- Will writing and power of attorney creation
- Trust establishment and management
- Asset protection planning
What we stand for
At Abacus Associates, we believe in:
- Client-centered Advice: Your needs and goals are our top priority.
- Transparency & Integrity: We provide clear and open communication throughout the process.
- Independent Expertise: We are unbiased and have no allegiance to any specific products or institutions.
- Long-term Relationships: We are committed to building lasting partnerships with our clients.
What you can expect
When you work with Abacus Associates, you can expect:
- A personalized needs analysis and goals assessment
- Tailored financial plans supported by comprehensive research
- Regular reviews and ongoing support
- Open communication and clear explanations throughout the process
- Access to a dedicated, qualified advisor who understands your individual circumstances
Overall Impression
The reviewer, P. J., had an extremely positive experience with the service they received.
Quality of Service
The reviewer was impressed with the help they received from Andrew, who demonstrated a high level of knowledge and expertise in presenting the pros and cons of the options available.
Communication
Andrew's communication style was described as friendly and easy to understand, making the reviewer feel at ease and informed throughout the process.
Recommendation
The reviewer would highly recommend the service to others, indicating a strong sense of satisfaction with the experience.
