Welcome to Abacus Wealth Planning Ltd
At Abacus Wealth Planning, our mission is simple: to provide advice and solutions that truly match your financial needs. With nearly 40 years of experience, we’ve helped countless individuals and families turn their financial goals into reality — and we’d love to do the same for you.
We pride ourselves on offering friendly, honest, and transparent guidance. From our very first conversation, we make sure you feel confident, informed, and supported at every step. It’s no wonder that so many of our new clients come to us through recommendations from people we’ve already helped.
Choosing Abacus Wealth Planning means partnering with a team you can trust — a team with decades of experience and a client-focused approach designed to help you succeed and enjoy peace of mind along the way.
Pensions & Retirement
I have pensions that I have been accruing over the years, but I have no planned investment or income strategy - I need to make sure I can afford to retire and still have a good standard of living?
Manage Investments
Income is my priority. I want to make sure my investments are generating as much as possible. I need my investments and income to keep up with inflation and make good decisions for my future.
Wealth Management
I need help protecting, managing and forecasting my long term needs. I want to make sure I can pass on my remaining wealth to my family whilst still leaving provision for myself.
Family Protection
I want to make certain my family and loved ones are provided for adequately. That my estate is protected and my possessions will be distributed fairly with my wishes being followed.