Advice you can rely on since 1989
Accumulating wealth
You work hard for your money and it is natural for you to want it to work hard for you so that you can enjoy the life you dream of for you and your family.
Taking income from your accumulated wealth
There have never been more options when it come to taking income from your pensions and investments. Making the wrong choice can be costly so ask us for advice.
What we do
We provide holistic financial advice for individuals, businesses and trusts on investments, savings, retirement planning and non-investment insurance (for example life assurance, private medical insurance, critical illness cover).
Financial Planning
Using our highly successful technique involving five clear stages we give you a sound basis to work from and set you on the path to financial freedom.Investment and Retirement Planning
Many of us set aside money for a rainy day or set up pension for our retirement but how many of us are confident we have done enough?Protection Planning
We can help you highlight risks and recommend suitable cover to give you and your family peace of mind.Estate and Inheritance Tax Planning
We can help you plan so that your assets are passed on as efficiently and as smoothly as possible.35+
years established
£25m+
funds managed
Here's what our clients say
Susan is a highly successful and busy legal professional who knows the meaning of service. As a partner and head of Corporate at Furley Page Susan takes pride in ensuring that she and her team work collaboratively with clients to achieve their objectives. Straight-talking, nice to deal with and being clear on costs sets Susan and her team apart.
"Mike was a pleasure to work with. He is very solution driven when working for his clients and tries to find them a product that suits their needs. I would have no hesitation in recommending his services."
Abacus Advice has been fortunate to have Ray Beard as legal counsel for many years, so it’s especially gratifying that when Ray retired he chose Abacus Advice.
"Mike Hardy and I got to know each other through my work as a solicitor and over the years, I’ve come to respect his dedication and professionalism. To say that his advice has been life-changing is no exaggeration. As a result of his in-depth knowledge of the complexities of current pension arrangements, I’ve been able to switch from full-time to part-time practice ahead of the state retirement age. I now have the time to pursue my many other ambitions. I can genuinely recommend Mike’s clear, considered guidance, without reservation."
Wendy has a demanding roll at Speedy Plc, the market leader in Tools, Plant and Services solutions. It's a demanding role within a competitive environment. When she's not working, Wendy runs marathons, and enjoys foreign travel with her family. Somehow, she's found time to study for an MBA in Marketing. Her time is precious so Wendy decided to delegate the stewardship of her finances, and approached Abacus.
"Abacus Advice was recommended to me by a friend and I have never looked back. They have provided me with excellent advice and services on many occasions over a long period of time, and I have no hesitation in recommending them."
John has been professional photographer since he left school. He has worked in the newspaper, television, motorsport, aviation and PR industries. He has been lucky to combine most of his hobbies with his work and can found messing around with motorbikes,vintage aircraft and steam trains most weekends.
"Mike and his team have given me invaluable help in maximising my pension. Mike is always available to give me advice when I need it. I cannot recommend Abacus highly enough. "
Peter Shaw is the Former Senior Manager at BNY Mellon.
"I was recommended Abacus when I was looking for someone whom could help me plan for early retirement making best use of my pensions as well as other monies received in a way that would be tax efficient. Mike has always been very friendly and professional, he listens and finds good solutions. If anything I should have contacted Mike many years ago. I am in a fortunate position where because of redundancy and with Mikes help I have been able to take early retirement and am now living the life I thought I would never be able to. My thanks to Mike for his assistance in achieving this."