Abacus Financial Options are well established independent financial advisers with offices based in Ferndown near Bournemouth. Our team of friendly and knowledgeable advisers cover much of Dorset, Wiltshire, Somerset, Hampshire, London, Cornwall and beyond, delivering comprehensive financial information and financial advice to our valued clients.
As independent financial advisers we are able to look at the whole of the market, working with our clients to deliver personalised solutions and help them meet their financial goals.The success of our approach to advising clients on their needs has led us to build long term working relationships and allowed our company to enjoy organic growth largely through word of mouth.If you think you may benefit from our advice please do not hesitate to contact us.
As independent financial advisers we are able to look at the whole of the market, working with our clients to deliver personalised solutions and help them meet their financial goals.The success of our approach to advising clients on their needs has led us to build long term working relationships and allowed our company to enjoy organic growth largely through word of mouth.If you think you may benefit from our advice please do not hesitate to contact us.
Services
As independent financial advisers we are able to advise on a wide range of financial products from an extensive range of product providers.
We use advanced computer software to aid the research, compare and select the most suitable arrangements.
This process enables us to explore options and search for the most appropriate for our clients' individual needs.
Our mortgage advisers have a thorough knowledge of the mortgage market and work on a 'whole of market' basis which means we can access the majority of lenders and can often access rates and terms which are exclusive to mortgage advisers.
We use advanced computer software to aid the research, compare and select the most suitable arrangements.
This process enables us to explore options and search for the most appropriate for our clients' individual needs.
Our mortgage advisers have a thorough knowledge of the mortgage market and work on a 'whole of market' basis which means we can access the majority of lenders and can often access rates and terms which are exclusive to mortgage advisers.
The 'Mortgage and Insurance Service & Costs' and 'Client Agreement For Investments & Insurances' Documents explain the way we work and how we are paid for different aspects of our work with clients.
The Customer Privacy Document explains how we use your personal data and your rights in relation to your personal data.
Following our initial no cost meeting, but before advice is given and a recommendation made, we will agree how we will be paid if we proceed to a successful application.
If a fee is to be charged it will be discussed and agreed at the initial meeting.
The Customer Privacy Document explains how we use your personal data and your rights in relation to your personal data.
Following our initial no cost meeting, but before advice is given and a recommendation made, we will agree how we will be paid if we proceed to a successful application.
If a fee is to be charged it will be discussed and agreed at the initial meeting.
This notice sets out how we will process your personal data in line with the General Data Protection Regulations.
Once you have read the customer privacy notice, please tick to confirm that you have read it and that you agree to Abacus Financial Options processing your personal information for the purpose of contacting you.
We will not use the details you provide us in the contact page to market to you.
Once you have read the customer privacy notice, please tick to confirm that you have read it and that you agree to Abacus Financial Options processing your personal information for the purpose of contacting you.
We will not use the details you provide us in the contact page to market to you.
We pride ourselves on delivering high quality financial planning and welcome the feedback we receive from clients.
I would like to express my thanks for the work you have done in arranging my re mortgage recently.
I am absolutely delighted with your service and it was so good to deal with a mortgage adviser who is truly interested in my needs and current circumstances.
I would greatly recommend your service to anyone who wants a professional caring mortgage adviser.
The thought of taking out a mortgage was very daunting, Johanna guided us through the entire process with patience, professionalism and an attitude that said nothing was too much trouble.
I would like to express my thanks for the work you have done in arranging my re mortgage recently.
I am absolutely delighted with your service and it was so good to deal with a mortgage adviser who is truly interested in my needs and current circumstances.
I would greatly recommend your service to anyone who wants a professional caring mortgage adviser.
The thought of taking out a mortgage was very daunting, Johanna guided us through the entire process with patience, professionalism and an attitude that said nothing was too much trouble.
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