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Our Services

Abacus provide advice on a range of financial services to both individuals and corporate clients.

Our Services

We provide advice on a range of financial services including:

Individual

  • Risk assessment
  • Retirement and pension planning
  • Taking benefits from pensions (income, lump sum or both)
  • Investing for capital growth or income
  • School fees planning
  • Tax planning and mitigation*
  • Protection against critical illness
  • Income protection
  • Inheritance and succession planning
  • Family protection life assurance and trusts

Corporate

  • Employee benefits implementation and management
  • Risk assessment
  • Pension schemes
  • Group income protection
  • Group death-in-service and dependants benefit schemes
  • Partnership and directors share protection
  • Key person business protection
  • Advice for your employees if required

Trustees

  • Risk assessment
  • Portfolio construction
  • Portfolio management
  • Reporting

Call now on 01892 320 449 or email info@aaltd.co.uk

*The Financial Conduct Authority (FCA) does not regulate all of these products and services

Sound interesting?

Call now on 01892 320 449 or email info@aaltd.co.uk

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