Financial Advice you can count on
About Us and What We Do
Abacus Money Management is a specialist firm of Independent Financial Advisers looking after clients in the South West, based out of our main office in Tewkesbury, Gloucestershire.
We provide advice to both individuals and companies throughout the UK on all aspects of financial planning. We take pride in fully understanding your financial needs, wants, and aspirations, and finding the best solutions and prioritising your objectives.
As Independent Financial Advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning , or simply reviewing existing plans, we have the expertise in finding the most suitable solution for our clients’ needs.
How We Can Help
Take a look at our services to see how we can help
We like to start with a friendly chat, about your circumstances, needs and immediate concerns. This initial conversation, at no cost to you, allows us to familiarise ourselves with the best way to offer you advice. This broad discussion of your concerns and aims, then can move onto a thorough and detailed assessment of your financial position.
Our goal is to provide you with initial and ongoing solutions to your financial needs. Our team will be there to support you as much as you need and as your goals change over time.
Our fees are agreed before we commence any detailed work for you and will be provided in writing.
Abacus Money Management Ltd
Mon to Fri: 9am to 5pm
14 Miller Court, Severn Drive
Tewkesbury, GL20 8DN