Abacus Associates (Stafford) are a firm of Independent financial planners and mortgage advisers based in Stafford. We work with individual clients and businesses, often in partnership with their solicitors and accountants, providing financial advice that helps you save and organise your money. We can help you manage your finances, plan ahead, and face the future with knowledge and confidence.
You naturally want integrity, attention to detail and complete professionalism in your financial advisers. At Abacus Associates (Stafford), that's exactly what we provide. We also offer you several other qualities. First, with our friendliness and approachability. We take the jargon out of financial planning, and present our recommendations in clear, straightforward language.
Secondly, we offer personal service which is often lacking today: to us, you are always an individual, not a number. Thirdly, with Treating Customers Fairly (TCF) being at the heart of our vision and culture, this has been embedded within our core principles.
You naturally want integrity, attention to detail and complete professionalism in your financial advisers. At Abacus Associates (Stafford), that's exactly what we provide. We also offer you several other qualities. First, with our friendliness and approachability. We take the jargon out of financial planning, and present our recommendations in clear, straightforward language.
Secondly, we offer personal service which is often lacking today: to us, you are always an individual, not a number. Thirdly, with Treating Customers Fairly (TCF) being at the heart of our vision and culture, this has been embedded within our core principles.
Services
As Independent Financial Advisers, we are now able to research the whole of the market to ensure our clients obtain the most suitable products to meet their needs as we are keen to ensure 'face to face' financial advice is available for those that need it, following the removal of this advice service by a large number of High Street Banks.
We can help with all areas of Personal Financial planning, from Life Cover, Investments, Retirement needs right through to Estate Planning via Wills and Trusts.
We can help with all areas of Personal Financial planning, from Life Cover, Investments, Retirement needs right through to Estate Planning via Wills and Trusts.
Reviews
Be the first to review Abacus Associates.
Write a Review
