Lifestyle Wealth Management Dewsbury, Wakefiled

Advising you on your financial planning options

A significant part of our business is advising you on protecting and managing your wealth. It's at the centre of what we do.

Welcome to Abacus Wealth Planning Ltd

Abacus Wealth Planning Ltd are dedicated to delivering you superior value, choice and results tailored to your financial needs. With over 37 years of experience, you will be dealing with a firm that has a proven track record of helping individuals and families achieve your financial goals.

Our approach is built on friendly, honest and transparent advice, ensuring that you feel confident and informed every step of the way. This commitment to quality service is reflected in the fact that most new clients come to us through referrals from satisfied clients.

When you choose Abacus Wealth Planning Ltd, you are choosing a trusted partner with decades of experience and a client-focused approach designed to help you succeed.

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.

  • Guidance through the Pension Annuity Market

    I received very informed and clear advice from Adrian regarding my pension annuity. I was extremely grateful for his help in guiding me through the minefield that is the pension annuity market, as there are so many options on offer. I would not hesitate to recommend Abacus to my friends and colleagues.
  • Realistic Investment Advice

    Adrian listens and then offers realistic advice for various investment options.
  • Recommend Abacus Wealth Planning

    I would recommend Abacus Wealth Planning to anyone. All of the staff are very helpful, polite and considerate. That is very hard to find these days.
  • Exceptional Service

    Exceptional service. I wouldn't go anywhere else.