Abacus Wealth Planning Ltd

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

Welcome to Abacus Wealth Planning Ltd, a trusted and well-established financial advisory firm that has been serving the local community since 1986.

Based in the heart of Brentwood, Essex, our dedicated team of three experienced advisers Adrian Pope, Paul Moisey and Bill Kirton together with our two committed support staff Julie and Joan are here to guide you through the complexities of financial planning.

With decades of collective expertise, our advisers provide comprehensive advice in various areas, including investments, pension planning, life cover, inheritance tax planning, mortgage solutions and equity release.

Our commitment to delivering a personalised, client-centric service sets us apart, ensuring that each client receives tailored recommendations aligned with their unique financial goals.

We also understand the importance of staying abreast of market trends and regulatory changes. Our advisers undergo continuous training to uphold the highest standards of professionalism and keep our clients well-informed in an ever-evolving financial landscape. Adrian has recently attained the status of Chartered Financial Planner.

We take pride in building lasting relationships with our clients, fostering a sense of trust and confidence.

Contact us today and let our experienced team be your trusted partner in achieving your financial goals.




personal Finance chartered financial planner

Adrian Pope APFS Chartered Financial Planner

Director, Investment Adviser

Tel: 01277 219594 Email: apope@abacus-ifa.co.uk




personal Finance

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