Abacus Associates Financial Services
Abacus Associates offers financial management, financial planning, and tax-related services tailored to individual circumstances and requirements. They provide independent advice and support across various areas.
- Mortgages
- Tax Planning
- Life Insurance
- Estate Planning
- Wealth Management
- Financial Planning
- Retirement Planning
- Investment Management
Locations
Digital Popularity
Popularity over time
Competitors
Heron House provides financial planning and wealth management services to private individuals, families, businesses, entrepreneurs, and trustees.
Company Details
Abacus Associates Financial Services is operated by Tavistock Partners (UK) Ltd and is a Active company incorporated on 12 November 2003 with the registered office located in Ascot, Berkshire. Tavistock Partners (UK) Ltd was registered 21 years ago.
Status
Active
Size
Medium
Directors
5
Age
21 years old
Employees
53
Turnover
£13.44M
Total Assets
£11.48M
Cash in Bank
£745K
Total Liabilities
-£3.24M
Teams
84
70
5
4
3
9
Managing Director
Business Development Manager • Joined Jan 2003
Commissions & Fees Manager • Joined Sep 2021
Adviser Support Manager • Joined May 2014
New Business Manager • Joined Feb 2023
Senior Business Independent Financial Adviser And Wealth Manager / Corporate Adviser • Joined Jun 2013
Administrator • Joined Apr 2021
Administrator • Joined Sep 2018
Financial Administrator
Office Administrator • Joined Jan 2023
Financial Administrator
Associate Adviser • Joined Jan 2024
Mortgage Consultant
Associate Financial Advisor • Joined Aug 2021
Mortgage & Protection Consultant
Independent Financial Consultant • Joined Aug 2021
Independent Financial Consultant • Joined Oct 2024
Senior Pension Switch Analyst • Joined Mar 2023
Senior Financial Planning Consultant • Joined Sep 2018
Independent Financial Adviser / Mortgage Consultant • Joined Jan 2023
Administrator • Joined Apr 2021
Administrator • Joined Sep 2018
Financial Administrator
Office Administrator • Joined Jan 2023
Business Development Manager • Joined Jan 2003
New Business Manager • Joined Feb 2023
Associate Adviser • Joined Jan 2024
Independent Financial Consultant • Joined Aug 2021
Independent Financial Consultant • Joined Oct 2024
Adviser Support Manager • Joined May 2014
Administrator • Joined Apr 2021
Administrator • Joined Sep 2018
Managing Director
Commissions & Fees Manager • Joined Sep 2021
Senior Business Independent Financial Adviser And Wealth Manager / Corporate Adviser • Joined Jun 2013
Independent Financial Advisor / Pension Transfer Specialist • Joined Oct 2021
Auditing Assistant - Work Experience
Chartered ALIBF, Independant Financial Adviser, Pension Transfer Specialist, Technical Support • Joined May 2014
Paraplanner/report Writer • Joined Jan 2022
I.F.A • Joined Jun 2002
Independant Financial Adviser - Specialising In Retirement Planning & Pensions • Joined Mar 2015
View 84 members