We believe the most important component in providing a wide range of financial advisory services is the initial stage - understanding the client - their work, business, needs, goals and priorities.  This is done using a thorough fact-finding process where we also collect information about assets, liabilities, insurance, wills, trusts, pensions, etc. Next is the research phase where our specific advice starts to take shape.

Our recommendations can cover many aspects including:

O  Strategy
O  Projections
O  Needs analysis
O  Reviews
O  Education
O  Option consultations
O  Project management
O  Tax and legal considerations
O  Risk assessment
O  Rearrangements
O  Transactions
O  Referral to external specialists

From a business owner concerned about taxation and exit strategy, to a retiree with 20 different pensions and investments, to a surgeon starting a family, to an 18-year old with a trust fund - the process of understanding objectives and reviewing existing arrangements is paramount to the advice we give.

It is almost impossible to identify the entire list of services that are available through Abacus because it is our aim to create a bespoke service for clients and we utilise many external resources and expertise where needed.

The links on the left give you a brief account of just some of the more specific components, they are not intended to be an exhaustive list but some focus points for consideration.