For many successful professionals, financial success hasn’t led to simplicity; instead, it often creates complexity. Juggling several pensions from past employers, feeling overwhelmed by paperwork, and worrying about tax inefficiencies are common frustrations.
However, you are not looking for more complexity. You are seeking an expert-led strategy that provides a sense of control and peace of mind. Therefore, we have evolved the Abacus Advice service to deliver exactly that. We built our core philosophy on three pillars:
Clarity, Strategy, and Peace of Mind
Your Financial Life, Simplified and Secure
We believe that expert financial advice should fit seamlessly into your busy life. For this reason, we designed our service to be digitally comfortable and streamlined. We use virtual meetings and secure digital document handling; as a result, our entire planning process respects your most valuable asset: your time.
A Clear Path Forward: Our Three-Step Journey
To ensure absolute clarity, we’ve moved away from a single, complex document. Instead, we guide you through a logical three-step journey designed to build understanding and trust at every stage.
- The Client Agreement (CLA) – “Laying the Foundation”: First, we establish the “rules of the game.” This gives you a clear understanding of the legal and regulatory basis of our partnership.
- The Services & Costs Menu (SCM) – “Exploring the Possibilities”: Next, we provide a detailed and transparent “menu” of all available services and their precise costs. Ultimately, this allows you to make a fully informed decision without any pressure.
- The Services and Payment Agreement (SAP) – “The Handshake”: Finally, you sign a simple, plain-English agreement confirming your specific choices. In short, this is a moment of confident commitment, not confusion.
Transparent Pricing, So You Always Know Where You Stand
We have restructured our fees to be clearer and to better reflect the value we provide as your portfolio grows. Consequently, for most clients, we base our ongoing advice fees on a simple, cumulative tiered model. We designed this structure for complete transparency, ensuring it is also defensible under the FCA’s Consumer Duty. This approach ensures you receive a service that is not only effective but provides excellent value for money.
Experience the New Abacus Advice
We are proud to offer a renewed commitment to the financial goals of successful professionals and their families across the UK. To understand how our new, streamlined approach can directly benefit you, we invite you to begin your own journey. Start with our Complimentary Digital Discovery Blueprint. This is a no-obligation virtual meeting where we can explore your goals and assess our mutual fit.
Book a complementary discovery call
