Abacus Wealth Planning Ltd

Abacus Wealth Planning Ltd are independent financial advisers who have been offering sound financial planning advice to our clients since 1986.

We have been offering sound independent financial planning advice to our clients since our firm was first established in 1986 by Stephen Moisey, who was joined by Adrian Pope in 1997.

Adrian Pope, DipPFS has over 29 years experience in the financial services industry, and provides advice on Investments, Pensions, Mortgages, Protection and tax planning. He also has specialist qualifications to advise on Pension Transfers, Equity Release and Long Term Care planning.

In January 2011 Bill Kirton joined us as an adviser. Bill has been in the industry since 1985, and provides advice on Mortgages and Protection only. Paul Moisey, MP ER joined us in 2014 as a trainee adviser and is qualified to provide advice on Mortgages, Life Cover and Equity Release. Paul is currently studying for his Diploma qualification in order to provide advice on Investments and Pensions in future.

We also have three other staff, who provide administrative support to both clients and advisers.

We pride ourselves on our friendly, honest and open advice service for our clients, which is reflected in the fact that most of our new business arises from existing client referrals.

We were based in Upminster from 1986 until March 2013, and attained a well established presence on the Upminster high street. In April 2013 we moved to Brentwood to allow our business to grow, and provide better client meeting and parking facilities.




Adrian Pope DipPFS

Director, Investment Adviser

Tel: 01277 219594 Email: apope@abacus-ifa.co.uk




Paul Moisey MP ER

Mortgage & Protection Adviser

Tel: 01277 219594 Email: pmoisey@awpifa.com




Bill Kirton Cert PFS, CeMAP

Mortgage & Protection Adviser

Tel: 01277 219594 Email: billkirton@awpifa.com




Julie Watson

Administrator

Tel: 01277 219594 Email: juliewatson@awpifa.com




Karen Carpenter

Administrator

Tel: 01277 219594 Email: karencarpenter@awpifa.com




Joan Moisey

Director

Tel: 01277 219594 Email: joanmoisey@awpifa.com