Lifestyle Wealth Management Dewsbury, Wakefiled

Advising you on your financial planning options

A significant part of our business is advising you on protecting and managing your wealth. It's at the centre of what we do.

Welcome to Abacus Wealth Planning Ltd

At Abacus Wealth Planning Ltd we are committed to delivering better value, choice and results for our clients. We have over 30 years' of experience working with individuals and families to help them reach their financial goals.

We pride ourselves on our friendly, honest and open advice service for our clients, which is reflected in the fact that most of our new business arises from existing client referrals.

Pensions & Retirement

I have pensions that I have been accruing over the years, but I have no planned investment or income strategy - I need to make sure I can afford to retire and still have a good standard of living?

Manage Investments

Income is my priority. I want to make sure my investments are generating as much as possible. I need my investments and income to keep up with inflation and make good decisions for my future.

Wealth Management

I need help protecting, managing and forecasting my long term needs. I want to make sure I can pass on my remaining wealth to my family whilst still leaving provision for myself.

Family Protection

I want to make certain my family and loved ones are provided for adequately. That my estate is protected and my possessions will be distributed fairly with my wishes being followed.

  • Guidance through the Pension Annuity Market

    I received very informed and clear advice from Adrian regarding my pension annuity. I was extremely grateful for his help in guiding me through the minefield that is the pension annuity market, as there are so many options on offer. I would not hesitate to recommend Abacus to my friends and colleagues.
  • Realistic Investment Advice

    Adrian listens and then offers realistic advice for various investment options.
  • Recommend Abacus Wealth Planning

    I would recommend Abacus Wealth Planning to anyone. All of the staff are very helpful, polite and considerate. That is very hard to find these days.
  • Exceptional Service

    Exceptional service. I wouldn't go anywhere else.