Product Description

Bespoke financial planning, wealth management and tax advice for private clients and businesses. We also support with estate planning including wills, trusts, power of attorney.

Abacus Associates Financial Services is a national financial advisory firm and is part of Tavistock Investments Plc, which looks after the personal wealth of tens of thousands of people, providing them with both financial advice, and with investment products and services that were historically only available to financial institutions and professional investors.

Abacus Associates itself is one of the country’s leading firms of Independent Financial Advisers with funds under management of over £850,000,000. 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. 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.

As independent financial advisers we pride ourselves in offering “truly independent advice”. We have the best interests of our clients at heart and act solely on their behalf at all times. Professional financial advice does however come at a cost much the same as legal or accountancy advice.

What we specialise in – Creating tax savings, Protecting families from financial disaster, Retirement and pension planning, Wills and estate planning, Creating cash flow for businesses and raising finance via mortgages and loans, 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.

Products & Services