5 St. Peters Walk
Monday to Friday: 9am - 5:30pm
Saturday: 9:30am - 1pm
• Retirement Planning
• Auto enrolment
• Workplace Pensions
• Life insurance
• Critical illness cover
• Income Protection
• Wills and Trusts
• Equity Release
Truly independent advice from a fully qualified Independent Financial Adviser. Support from one of the UK's leading national independent IFA firms which is regulated by the Financial Conduct Authority.
We are a genuinely independent practice with no ties to any Insurance Company, Bank or other financial institution. This independence enables us to advise our clients on products and services from across the whole of the market place.
We tailor our service to the diverse needs of our clients, offering each one the best possible choice.
Abacus Associates Financial Services is one of the country's leading firms of Independent Financial Advisers with funds under management of circa £300,000,000.
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, through our investment in technology and the training of our support team, 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.
A commitment to ensure all costs and charges are transparent in line with the Retail Distribution Review
To feel safe and secure in the knowledge that we are committed to the highest of professional and regulatory standards.
Andy has been my financial adviser for the last 6 years and I am very thankful for his help and advice. He is a very good listener and certainly has my by best interests at heart. I would never have been able to implement the investment planning he has created for me without his help. We have regular contact throughout the year and he conducts a full review at least once a year. I would be very happy to recommend Andy to others.
Chris Newhall - 31/03/2015 | report this review
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Andrew was not only very professional at all times he was exceptionally knowledgeable in these fields and made us feel very reassured with our choices! He was very Approachable, had a lovely, calming manner, explained everything fully and was easy accessible! Nothing was too much trouble and no question was left unanswered!
Kerrylynne, from Shropshire
I would highly recommend Andy as a financial adviser. He is very patient and understanding towards my requirements. He has been looking after my investments for more than 6 years and I have always been very happy with the service that he provides. He is reliable and very easy to talk to, he also explains things in terms that I understand which I find is extremely important to me.
Sheila, from Shropshire
Testimonials are added by the business owner and are not independently verified.