Abacus Wealth Planning Ltd
Welcome to Abacus Wealth Planning
Since 1986, we’ve been proud to serve the local community, helping individuals and families navigate the often-complex world of financial planning.
At Abacus, you’ll be guided by a dedicated team of experienced advisers — Adrian Pope, Paul Moisey, and Bill Kirton — supported by our friendly and committed staff, Julie and Joan. Together, we’re here to make financial planning straightforward, personal, and focused on what matters most to you.
With decades of combined experience, we offer advice across a wide range of areas, including:
- Investments
- Pension planning
- Life cover
- Inheritance tax planning
- Mortgages and equity release
What sets us apart is our client-focused approach. We take the time to understand your unique goals, crafting recommendations that are tailored to your circumstances — no one-size-fits-all solutions here.
We also stay on top of market trends and regulatory changes, continually updating our skills to ensure the advice we give is current, reliable, and in your best interest. In fact, Adrian has achieved Chartered Financial Planner status, reflecting our commitment to the highest professional standards.
Above all, we value the relationships we build with our clients. We aim to earn your trust and confidence, supporting you today and in the years ahead.
Let’s start the conversation. Get in touch and let our experienced team be your partner in achieving your financial goals.
Adrian Pope APFS Chartered Financial Planner
Director, Investment Adviser
Tel: 01277 219594 Email: apope@abacus-ifa.co.uk
Paul Moisey DipPFS Certs Cii (MP&ER)
Mortgage & Protection Adviser
Tel: 01277 219594 Email: pmoisey@awpifa.com
Bill Kirton CeMAP
Mortgage & Protection Adviser
Tel: 01277 219594 Email: billkirton@awpifa.com
Julie Watson
Administrator
Tel: 01277 219594 Email: juliewatson@awpifa.com
Joan Moisey
Director
Tel: 01277 219594 Email: joanmoisey@awpifa.com