'Creating tailored individual financial solutions'

Meet the team

Noel Greaves: I have recently taken over as the Director of Abacus and I am striving to build and nurture the company, so that it continues to be a place where clients feel valued and can trust the advice and service they get. I have been an Adviser for 20 years and love being able to provide financial solutions that meet my client’s specific needs. I am always striving for excellence in my profession and often attend many professional development days. I am a pension transfer specialist as well as an equity release and long term care specialist which helps me to provide for the varying needs of my clients.

Caroline Greaves: As head of the Accounting Department here at Abacus Money Management Ltd, I am in a very rewarding position of being able to keep tabs on how our company continues to go from strength to strength. I have a keen eye for detail which comes in very handy! Being married to Noel, puts me in the very fortunate position of not only being able to share our home and family life together but also being able to support him within Abacus. We have two sons, and I split my time between home and office whilst also running my own business as a Senior Mary Kay Skincare and Makeup Consultant. I also like to pursue outside interests like fitness and running, as well as playing an active part in our church.

Jenny Morley: I became the Financial Paraplanner at Abacus Money Management in 2016. My favourite part of the job has been getting to know our clients who are widely spread across the country. Each day brings new challenges and I really enjoy being a part of our busy and growing office. It also helps having great people to work with! I’m also very interested in first aid and medical practice and am aiming to become qualified in this area also.

Anna Jollans: I joined Abacus in June 2018 as a financial administrator and I am responsible for answering the phone, diary management and writing portfolio reports. I like being busy and I enjoy learning new skills and gaining more knowledge about the industry. When I’m not working I am a voracious reader, and on the rare occasion when I’m not reading, I enjoy going to the theatre and knitting.

Aleksandra Kosobucka: I have recently joined the Abacus team where I have moved from one of the biggest financial providers. My role includes taking telephone calls, diary management, portfolio reports as well as making sure that all transfers, portfolios etc. are kept up to date. In my free time I enjoy visiting places. I was born in Poland, therefore I find discovering places in the UK very exciting. I am a big animal lover and enjoy spending time with my dog. I am also a big book warm and my favourite books are normally related to the WWII.