Welcome to Abacus Wealth Planning Ltd
At Abacus Wealth Planning Ltd we are committed to delivering better value, choice and results for our clients. We have over 30 years' of experience working with individuals and families to help them reach their financial goals.
We pride ourselves on our friendly, honest and open advice service for our clients, which is reflected in the fact that most of our new business arises from existing client referrals.
Pensions & Retirement
I have pensions that I have been accruing over the years, but I have no planned investment or income strategy - I need to make sure I can afford to retire and still have a good standard of living?
Manage Investments
Income is my priority. I want to make sure my investments are generating as much as possible. I need my investments and income to keep up with inflation and make good decisions for my future.
Wealth Management
I need help protecting, managing and forecasting my long term needs. I want to make sure I can pass on my remaining wealth to my family whilst still leaving provision for myself.
Family Protection
I want to make certain my family and loved ones are provided for adequately. That my estate is protected and my possessions will be distributed fairly with my wishes being followed.