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Text Content

01432 343322 discover@abacusadvisers.co.uk
 * Client Login
 * 
 * 
 * 

 * Services
   * Financial Planning
   * Investing and Managing Money
   * Homes and Property
   * Family Matters
   * Retirement and Pensions
   * Small Business and Self-employed
 * Life Events Timeline
 * About Us
   * About Abacus Advisers
   * Saltus
 * Abacus for Teachers
 * Contact Us

Select Page


“SUCCESS DEPENDS UPON PREVIOUS PREPARATION, AND WITHOUT SUCH PREPARATION THERE
IS SURE TO BE FAILURE.”


Confucius

Find an Adviser


Seeking the magic of success?

Be prepared to find it.


MANAGING FINANCES ISN’T EASY. IF IT WERE, WE’D ALL BE FINANCIAL WIZARDS.  

Knowing how to look after your hard earned income gives it the best chance to
grow and build your wealth; but that doesn’t happen overnight. Tended well and
lovingly, it can grow into a sturdy and lasting shelter from the toughest of
storms.

C


see life events to prepare for




CAREFUL CONSIDERATION
IN FINANCIAL PLANNING SERVICES

Abacus Advisers provides an extensive range of specialist financial management,
financial planning and tax saving opportunities tailored to your personal
circumstances and requirements. You’ll receive expert, independent advice and
support across a wide variety of areas shown below – all designed to help you
achieve your lifestyle ambitions and goals delivered by our highly qualified
staff. 

Life throws up surprises with alarming regularity. None of us has a crystal ball
to warn when these things may happen, so the only solution is to develop and
manage a plan to help you cope with nasty surprises whilst ensuring you grow
your wealth to achieve your goals and dreams. As the old line goes: “Fail to
prepare and you must prepare to fail”.

Similarly, our corporate team are also able to deliver the financial tools to
help your business attract, engage and retain valuable people, to make sure they
continue to contribute to success.

With complex regulation, increasing expectations for employee benefits, and
recent changes to pension legislation, there’s a lot of pressure on HR
departments. Ask your adviser about the possible rates employees would also
receive by becoming a client of Abacus Advisers.

Without communication, there is no relationship. Without respect, there is no
rapport.
Without trust, there’s no reason to continue.

“The best way to find out if you can trust somebody, is to trust them.”

ERNEST HEMINGWAY




Planning long term:

Planning your financial future is not a one-off task, but one that needs initial
and ongoing planning and managing – it’s for the long term. It then allows you
to focus on living your life, and subject to any financial constraints you may
have, doing the things you want to do when you want to do them, whilst we focus
on making sure your financial plan can facilitate your goals and dreams for that
long term, and maybe find a bit of magic!




FINANCIAL PLANNING

Abacus Advisers is are an independent Financial Planning and Advice
Business servicing clients of any level of wealth with the interests of their
clients at the heart of every piece of advice provided.

click to find out more >




FIND AN ADVISER

With our main office based out of Hereford, we can cover the whole of the UK. So
no matter where you are located, we will have a fully qualified Independent
Financial Adviser covering your area.

click to find a local adviser >




Our range of services cover all stages in life:




CREATE

ISAS, JUNIOR ISAS, other GENERAL INVESTMENTS TO SUIT YOUR NEEDS



BUILD

MORTGAGES,
BUY-TO-LET, OTHER BORROWING, CASH MANAGEMENT.

~

PROTECT

INCOME PROTECTION,  LIFE INSURANCE, CRITICAL ILLNESS,
later-in-life



ENJOY

PENSIONS, TRUSTS,
EQUITY RELEASE, WILLS, INHERITANCE &
ESTATE PLANNING.




FINANCIAL PLANNING

The life-long process of managing your finances prudently and smartly to help
achieve your goals and dreams, while preparing you to navigate the financial
obstacles that can often occur at any, or even every stage of life.

click to find out more >



INVESTMENT PLANNING

The process of managing your investments and money.  It cannot be said too often
that the value of investments can go down as well as up, so impartial advice
from the outset is essential to a sound investment. A good strategy will
diversify your portfolio according to your ‘Attitude To Risk’, as well as
encompassing time horizons and other preferences such as ethical investing.

click to find out more >




HOMES AND MORTGAGES

The key element to buying property is to know what is affordable, whatever your
income and expenditure levels, and takes careful planning and organisation. The
first step to control of what you can borrow is a budget plan. Whether for your
home or even a buy-to-let, making sure you can achieve the best deal is
essential.

click to find out more >



FAMILY MATTERS

You decide how you spend your money and where to invest, and if it changes after
death. Planning a will can help minimise the amount of tax you pay on the assets
you leave your family. You can pass on more of your assets, paying less tax.

click to find out more >







RETIREMENT & PENSIONS

The process of working out how much you need to save now, then managing savings
and investments to enable you to live your dreams, and spend your time how you
want by putting a plan in place to cater for your life after you finish working.

click to find out more >




SMALL BUSINESSES

The process that can enable you to give cash, property or investments to someone
else so they can look after them for the benefit of a third person. Provided
certain conditions are satisfied, it may not count towards your Inheritance Tax
bill when you die.

click to find out more >



Here to help you navigate your journey

The Abacus Adviser Ethos



The ethos of the company is founded on traditional values – honour, vigilance
and dependability – enhanced by the relentless pursuit of excellence and
improvement in every aspect of what we do.

Your best interests are at the core of everything that we and our advisers do on
your behalf. We believe it’s our ability to build strong relationships with
clients that is key to success for both.





Careful consideration opens new doors



We believe in acting as if what we do makes a difference, because it does. It
helps everyone to be the best they can be, and that is our goal.

We want every person in our business to pursue improvement in every aspect of
what we do, continually looking for ways we could become better.

This approach applied to our financial advice ensures that we deliver the best
solutions to suit your circumstances and that your needs will always be at the
heart of everything we do.

That’s what careful consideration can deliver.





Complete the form below to receive a callback:


CONTACT US



We would love to answer any questions and/or schedule a complimentary
consultation. Please call us or send us an email by completing the form below.

If you would like to speak to an adviser in your local area, please leave a
message below (including your postcode), and an adviser will contact you as soon
as possible.

Alternatively, use the 'Adviser Finder' page here >


PLEASE ALSO INDICATE WHICH SERVICES YOU ARE PARTICULARLY INTERESTED IN:



First Name

Last name

Email Address

Post Code

Contact Number

Message

Please select Please select General Financial Planning Services A Complimentary
Financial Healthcheck Investments Mortgages Protection Retirement Planning Tax
Planning Estate & Wills Planning

5 + 12 =

Submit



01432 343322

Head Office - Hereford




ABACUS ADVISERS

Kemble House, 36-39 Broad Street, Hereford, HR4 9AR

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Saltus Partnership Limited is authorised and regulated by the Financial Conduct
Authority.

Registered office: Solent Business Park, 4500 Parkway, Whiteley, Fareham PO15
7AZ. Registered number: 07586042

Will writing is not regulated by the Financial Conduct Authority

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

The firm is not responsible for the content of external links

Copyright 2024 by Abacus Advisers | Managed and hosted by Saltus Wealth
Partnership Ltd










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 * Services
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   * Investing and Managing Money
   * Homes and Property
   * Family Matters
   * Retirement and Pensions
   * Small Business and Self-employed
 * Life Events Timeline
 * About Us
   * About Abacus Advisers
   * Saltus
 * Abacus for Teachers
 * Contact Us



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