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Abacus Investment Management Ltd
       
 
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Additional information
 
Abacus Investment Management Ltd
 
 
Overview: 

Abacus Investment Management Ltd is a medium-sized firm of Independent Financial Advisers ( IFA ) and Corporate Planners. We are proud to be directly authorised and regulated by the FSA with "fully independent status". We are based in Brierley Hill, in The Black Country, just West of Birmingham, West Midlands, UK.

The Abacus Directors, Advisers and support staff bring together experience, traditional values, sophisticated technology and personal service in a company genuinely dedicated to meeting and exceeding the needs of its clients.

Experience

We combine the vitality of a young, efficient company together with substantial knowledge of financial services and over 140 years of financial planning expertise.

All our Advisers have professional qualifications and their expertise and market knowledge is continually updated and honed.  They are supported by an outstanding administrative team. Our Advisers (all FSA authorised IFA s ) all commit to our FSA approved Training and Competency Scheme (T&C) and a Continuous Professional Development programme (CPD). All this helps us focus on achieving our vision: creating security and wealth for each and every one of our clients.

Specialisms

Although we have collective experience in dealing with most types of clients and situations, our greatest experience relates to advising:

Business owner-managers and directors
Entrepreneurs, SMEs and family businesses
Business start-ups      
The self-employed             
Higher-rate tax-payers
Trusts - private, pension and charities

Using sophisticated yet practical financial planning strategies - we aim to increase wealth, reduce taxes and manage risk.

How we are remunerated

Being professionals, we give accountable, regulated and qualified advice, for which we are entitled to charge, just like an Accountant or Solicitor would. However, unlike them we can also arrange financial products and be paid directly by product providers for introducing business. This is called a marketing allowance or commission; because of this many clients accept this as an alternative to paying us a fee for a particular piece of work.  

Some advisory work can only be fee based, and some clients pay us a monthly retainer, however the basis on which we are remunerated would always be agreed at the earliest opportunity.


 
 
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