Our mission is to increase the wealth and security of our clients by building long-term relationships and delivering a first-class bespoke service. Currently aiming for Chartered status, Abacus prides itself on providing high quality advice that’s value for money. We also have numerous connections in other professions to provide complimentary services - for details see www.abacusalliancegroup.co.uk
Abacus Investment Management Ltd is a medium-sized firm of Independent Financial Advisers ( IFA ) and Corporate Planners. We are proud to be directly authorised and regulated by the FSA with "fully independent status". We are based in Brierley Hill, in The Black Country, just West of Birmingham, West Midlands, UK.
The Abacus Directors, Advisers and support staff bring together experience, traditional values, sophisticated technology and personal service in a company genuinely dedicated to meeting and exceeding the needs of its clients.
Experience
We combine the vitality of a young, efficient company together with substantial knowledge of financial services and over 140 years of financial planning expertise.
All our Advisers have professional qualifications and their expertise and market knowledge is continually updated and honed. They are supported by an outstanding administrative team. Our Advisers (all FSA authorised IFA s ) all commit to our FSA approved Training and Competency Scheme (T&C) and a Continuous Professional Development programme (CPD). All this helps us focus on achieving our vision: creating security and wealth for each and every one of our clients.
Specialisms
Although we have collective experience in dealing with most types of clients and situations, our greatest experience relates to advising:
Business owner-managers and directors Entrepreneurs, SMEs and family businesses Business start-ups The self-employed Higher-rate tax-payers Trusts - private, pension and charities
Using sophisticated yet practical financial planning strategies - we aim to increase wealth, reduce taxes and manage risk.
How we are remunerated
Being professionals, we give accountable, regulated and qualified advice, for which we are entitled to charge, just like an Accountant or Solicitor would. However, unlike them we can also arrange financial products and be paid directly by product providers for introducing business. This is called a marketing allowance or commission; because of this many clients accept this as an alternative to paying us a fee for a particular piece of work.
Some advisory work can only be fee based, and some clients pay us a monthly retainer, however the basis on which we are remunerated would always be agreed at the earliest opportunity.
The Abacus Alliance Group Ltdbrings together the Professional Services of Abacus with selected Solicitors, Tax Specialists, Accountants, Investment Management, Banking, VC, Risk and Healthcare professionals.
The combined services of Alliance firms are of great value to our typical clients: business owner-managers, directors and executives, entrepreneurs, family businesses, the self-employed, higher-rate tax-payers, high-net-worth individuals and trusts.
