Abacus Wealth Planning Ltd
Welcome to Abacus Wealth Planning Ltd, a trusted and well-established financial advisory firm that has been serving the local community since 1986.
Based in the heart of Brentwood, Essex, our dedicated team of three experienced advisers Adrian Pope, Paul Moisey and Bill Kirton together with our two committed support staff Julie and Joan are here to guide you through the complexities of financial planning.
With decades of collective expertise, our advisers are ready to provide you with comprehensive advice in various areas, including investments, pension planning, life cover, inheritance tax planning, mortgage solutions and equity release.
Our commitment to delivering a personalised, client-centric service sets us apart, ensuring that you receive tailored recommendations aligned with your unique financial goals.
We also understand the importance of staying abreast of market trends and regulatory changes. Our advisers undergo continuous training to uphold the highest standards of professionalism and keep you well-informed in an ever-evolving financial landscape. Adrian has recently attained the status of Chartered Financial Planner.
We take pride in building a lasting relationship with you, fostering a sense of trust and confidence. Contact us today and let our experienced team be your trusted partner in achieving your financial goals.
Adrian Pope APFS Chartered Financial Planner
Director, Investment Adviser
Tel: 01277 219594 Email: apope@abacus-ifa.co.uk
Paul Moisey DipPFS Certs Cii (MP&ER)
Mortgage & Protection Adviser
Tel: 01277 219594 Email: pmoisey@awpifa.com
Bill Kirton CeMAP
Mortgage & Protection Adviser
Tel: 01277 219594 Email: billkirton@awpifa.com
Julie Watson
Administrator
Tel: 01277 219594 Email: juliewatson@awpifa.com
Joan Moisey
Director
Tel: 01277 219594 Email: joanmoisey@awpifa.com