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

About Us

Abacus Wealth Planning Ltd are independent financial advisers who have been offering sound financial planning advice to our clients since 1986.

Stephen Moisey set up Abacus in 1986 and was joined by Adrian Pope in 1997.

Adrian Pope, has over 26 years experience in the financial services industry, and provides advice on Investments, Pensions, Mortgages, Protection and Long Term Care planning.

In January 2011 Bill Kirton joined us as an adviser. Bill has been in the industry since 1985, and provides advice on Mortgages and Protection only.

We also have three other staff, who provide administrative support to both clients and advisers.

Our advisers qualifications are:
Adrian Pope: Diploma in Financial Planning, Financial Planning Certificate, Certificate in Mortgage Advice, Certificate in Life and Pensions, Award in Long Term Care Insurance.

Bill Kirton: Financial Planning Certificate, Certificate in Mortgage Advice.  

We pride ourselves on our friendly, honest and open advice service for our clients, and only source new business from existing client referrals.

We were based in Upminster from 1986 to March 2013, and attained a well established presence on the Upminster high street. In April 2013 we moved to Brentwood to allow our business to grow, and provide better client meeting and parking facilities.

We offer advice on investments, retirement planning, protection, inheritance tax planning and mortgages. We also offer an online wealth management service for investment portfolios, for details click here.

Treating customers fairly is at the heart of everything we do.

The Financial Conduct Authority does not regulate taxation and trust advice.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment can go down as well as up and you may get back less than you have invested.

There may be a fee for mortgage advice, the precise amount of fee will depend upon your circumstances but we estimate that it will be £500.

Our Services

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

Testimonials

'I am very Happy with the service provided by Abacus, and have every confidence in the advice given...' ............
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