Abacus Wealth Management Ltd

Abacus Wealth Management Ltd is a financial advisory firm that offers planning and advice for financial management. They focus on building long-term relationships with clients and specialize in wealth management.
  • Tax planning
  • Corporate services
  • Investment planning
  • Retirement planning
  • Protection planning
  • Long term care service
  • Mortgages and specialist banking

Size
Small
Phone
N/A
Email
N/A
Locations
One Trinity Gardens, Broad Chare, NE1 2HF
03333583468
9:00 - 17:00
Digital Popularity
Popularity over time
Social Media
Competitors
Broad Chare Partnership LLP
Broad Chare Partners is a financial advisory firm based in Newcastle upon Tyne, specialising in bespoke wealth management and financial planning for individuals, businesses, and trustees.
Seven Bridges IM
Seven Bridges IM Ltd is a financial adviser firm based in Gateshead, Newcastle Upon Tyne, providing tailored financial solutions to both private individuals and corporate entities.
Lowes Financial Management
Lowes Financial Management is one of the longest standing Independent Financial Advisers in the UK, providing sound financial advice to clients and their families for generations.
Company Details
Abacus Wealth Management Ltd is operated by Abacus Wealth Management Limited and is a Active company incorporated on 29 May 2007 with the registered office located in Hebburn, Tyne and Wear. Abacus Wealth Management Limited was registered 18 years ago.

Status
Active
Size
Micro
Directors
2
Age
18 years old
Employees
7
Turnover
Unreported
Total Assets
£333.29K
Cash in Bank
£39.37K
Total Liabilities
-£298.04K

Director • Financial Adviser • British • Lives in England • Born in Jun 1960
Director • British • Lives in England • Born in Aug 1966
Mr Ian Roy White
PSC • British • Lives in England • Born in Jun 1960
Mrs Julie Forster White
PSC • British • Lives in England • Born in Aug 1966
Teams
All
4
Administration
2
Management
2
Other
1
Director • Joined Jun 2006
Director At Abacus Wealth Management, Senior Partner Practice Of St. James's Place Wealth Management • Joined Oct 2007
Pension Administrator • Joined Sep 2021
Personal Assistant • Joined May 2012
Pension Administrator • Joined Sep 2021
Personal Assistant • Joined May 2012
Director • Joined Jun 2006
Personal Assistant • Joined May 2012
Director At Abacus Wealth Management, Senior Partner Practice Of St. James's Place Wealth Management • Joined Oct 2007