Abacus Money Management Ltd
Abacus Money Management Ltd is an independent financial advisory firm based in Tewkesbury, serving clients across the South West of the UK. The company provides financial advice that aligns with individual goals and aspirations.
- Investment advice
- Retirement planning
- Inheritance tax strategies
- Mortgages and re-mortgaging
- Personal and business protection
Locations
Competitors
Warner Austin Mortgage Services Ltd provides expert mortgage and protection advice to help clients navigate the complexities of buying a property.
Company Details
Abacus Money Management Ltd is operated by Abacus Money Management Limited and is a Active company incorporated on 21 November 2008 with the registered office located in Tewkesbury, Gloucestershire. Abacus Money Management Limited was registered 16 years ago.
Status
Active
Size
Micro
Directors
2
Age
16 years old
Employees
18
Turnover
Unreported
Total Assets
£2.1M
Cash in Bank
Unreported
Total Liabilities
-£2.04M
Teams
8
5
4
1
1
Office Manager • Joined Jan 2022
Finance Administrator • Joined Oct 2020
Financial Administrator • Joined Aug 2023
Compliance Officer • Joined Jan 2023
Personal Assistant • Joined Oct 2024
Mortgage And Protection Adviser • Joined Apr 2024
Financial Advisor • Joined Jul 2023
Trainee Paraplanner • Joined Oct 2024
Finance Administrator • Joined Oct 2020
Financial Administrator • Joined Aug 2023
Mortgage And Protection Adviser • Joined Apr 2024
Financial Advisor • Joined Jul 2023
Trainee Paraplanner • Joined Oct 2024
Office Manager • Joined Jan 2022
Finance Administrator • Joined Oct 2020
Financial Administrator • Joined Aug 2023
Personal Assistant • Joined Oct 2024
Apprenticeship In Paraplanning • Joined May 2024
Compliance Officer • Joined Jan 2023