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Create a Secure Future with Financial Advice you can count on

At Abacus Money Management your aims are at the heart of our business. Our team deliver quality advice you can trust.

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Achieving Your Goals

As Independent Financial Advisers, we offer our clients access to an extensive range of financial products and services.

This independence allows us to recommend the most appropriate solutions, whether you’re seeking investment advice, retirement planning, inheritance tax strategies, or simply a review of your current plans.

How We Can Help

By taking the time to fully understand your financial goals, values, and aspirations, we ensure that our comprehensive solutions align with your priorities and deliver the best outcomes.

Meet The Team

Katy Flett

Financial Adviser

READ MORE ABOUT KATY

I am a fully qualified independent financial adviser, holding the diploma in regulated financial services. As well as being diploma qualified, I am also a Pension Transfer Specialist, meaning I can give advice if you have a defined benefit/final salary pension.

I have been in the financial services industry for over 10 years, having worked in technical roles before becoming a financial adviser.  My move to advising developed from my enjoyment of interacting with clients as my knowledge and experience grew and so it seemed a natural progression to combine my technical knowledge with directly helping advise clients.

Having the knowledge and experience to help my clients achieve their financial goals is very rewarding and you will see my enthusiasm for this in my interactions with you. I work alongside friendly and caring individuals who support me in providing you with advice and supporting you along the way.

Noel Greaves

Director and Financial Adviser

READ MORE ABOUT NOEL

I have been an adviser for over 20 years and love being able to provide financial solutions that meet my client’s specific requirements. I am always striving for excellence in my vocation and 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.

I have a fantastic support team which allows me to be free to meet and enhance client relationships. Our paraplanners assist me with research and report writing and our administrators ensure all client requests are processed smoothly.

Frankie Turnock

Office Manager

READ MORE ABOUT FRANKIE

With over eight years of experience in the financial services industry, I’ve built a strong foundation in both financial products and operational strategy. At Abacus Money Management, I’ve been fortunate to grow alongside the company, continually honing my skills while contributing to its ongoing development.

As Office Manager, I’m responsible for ensuring the smooth and efficient running of our day-to-day operations. This includes overseeing our administrative team, refining internal processes, and shaping robust business continuity plans. I’m passionate about creating a well-organised, supportive environment where our team can thrive and deliver exceptional service to our clients.

I take great pride in streamlining processes, supporting my colleagues, and fostering a productive, organized workspace that aligns with our company’s broader objectives. Being part of Abacus allows me to continually challenge myself while playing a significant role in the company’s continued success.

Take the first step to achieving your financial goals…

Contact us to arrange your free no-obligation consultation with one of our Independent Financial Advisers

BOOK YOUR ADVISER APPOINTMENT

FIND OUT WHAT OUR CLIENTS SAY

FREQUENTLY ASKED QUESTIONS

 
 
 
 
 
 
 
  
 
 
 Trustindex verifies that the original source of the review is Google. 
We are new to Abacus Money Management Ltd and i have to say it was the best decision we have made. We were not happy with our pension provider so decided to switch to Abacus Money the process has been long and very complicated at times, Noel and his team effortlessly guided us through the transfer, they kept us informed at all times through emails and phone calls, They were always on the end of the phone if we had questions nothing was to much trouble. We look forward to a long and happy relationship with Noel and his team. We wouldn’t hesitate in recommending Abacus Money Management Ltd. Tony & Christine.
  
 
 Posted on Google  
 
 
 
  
 
 
 Christine Days 
 
9 December 2024
 
 
 
  
 
 
 Trustindex verifies that the original source of the review is Google. 
Since the early 2000s, Noel Greaves has been handling my pension investments, firstly through a Company plan and following a job change in 2007, a SIPP. Over this long period, together we have openly discussed changes in strategy and through the ups and downs of the equity and bond markets, Noel’s advice has proven well worthwhile and I would have no hesitation in recommending his services to anyone seeking long term financial planning assistance.
  
 
 Posted on Google  
 
 
 
  
 
 
 gerry donohue 
 
8 December 2023
 
 
 
  
 
 
 Trustindex verifies that the original source of the review is Google. 
Abacus provide fantastic professional service tailored to our needs. Their advice is both friendly and trusted. Great work Noel and the team.
  
 
 Posted on Google  
 
 
 
  
 
 
 Matt Young 
 
20 October 2023
 
 
 
  
 
 
 Trustindex verifies that the original source of the review is Google. 
I have dealt with Noel Greaves for over 16 years . I trust him implicitly and with his sound financial help live a very comfortable life style . His staff are extremely professional attentive and friendly. I have no hesitation in recommending his Financial Services.Michael Maxwell . Tewkesbury
  
 
 Posted on Google  
 
 
 
  
 
 
 Michaelg Maxwell 
 
26 September 2023
 
 
 
  
 
 
 Trustindex verifies that the original source of the review is Google. 
I have had an excellent experience with Abacus Money. We received very professional and friendly service from Khurram Dad and I wouldn't hesitate to recommend to others.
  
 
 Posted on Google  
 
 
 
  
 
 
 Elizabeth Kinsey-James 
 
31 January 2023