T: 01277 219 594 E: contact@abacuswealthplanning.com
A:Adelaide House, 12 King Edward Road, Brentwood, Essex, CM14 4HL

Our aim is to help you achieve your financial goals

We all have financial needs, and finding an affordable solution to meeting those needs is an area that many people seek advice upon.

Your needs today could be significantly different to those of the future. Financial planning can provide a means of reducing current tax liabilities as well as enabling you to provide for your future.

You may wish to plan for a child's education, or the purchase of a dream home or perhaps for income in your retirement.

Our Independence

As independent financial advisers, our business has no links or ties to any one product provider.

We can access life assurance, pensions or investment products from across the marketplace. This means we can choose from amongst 30,000 financial products to provide the most suitable for your needs.

Our expertise is at your disposal

All our advisers are qualified and will provide you with professional and impartial advice. We always look to find solutions for your needs that work throughout the many different stages of your life.

Insurance and investment products differ greatly in areas such as tax treatment, changes or investment returns.

We constantly monitor the whole market to ensure you receive advice about the product that best meets your needs.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9 123

www.financial-ombudsman.org.uk

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Utilising the latest technology we can manage your whole financial portfolio in one place.

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