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

Our Advice Process

Six steps to success

Our structured process is designed to:

Our initial information gathering meeting is free of charge and without any obligation.

Any charges for our services will be fully disclosed to you, and agreed before anything is implemented. Please see: how much does it cost? The diagram opposite shows the six financial planning steps:

Our Services

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


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