About Us

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

Our two Directors, Stephen Moisey and Adrian Pope, have over 45 years experience between them in the financial services industry.

In January 2011 Bill Kirton and John Dennis have joined us as advisers. Bill has been in the industry since 1985, and John since 1990.

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

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

Our advisers qualifications are:
Stephen Moisey: Financial Planning Certificate, currently studying for the Diploma for Financial Advisers.

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.  

John Dennis: Financial Planning Certificate, currently studying for the Diploma in Regulated Financial Planning.

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

We have been based in Upminster since 1986, and have a well established presence on the high street through our Santander Plc agency counter, which operates a separate service from our independent financial advice business.

We offer advice on investments, retirement planning, protection, inheritance tax planning and mortgages. We have recently launched our new wealth management service for investment portfolios, for details click here.

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

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

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