Company History

Successful growth of the business through strategic acquisition

• 2009 – Copperfields Financial Management Ltd formed by Noel Greaves

  

• 2018 – Abacus Money Management Ltd fully acquired by Noel (originally founded in 2008)

  

• 2021 – Westcliff Financial Services acquired

  

• 2021 – Stephen Atwell moved to Abacus to allow more time to spend with his clients

  

• 2021 – NBL acquired by Noel & Van Greaves, operating as sister company

  

• 2023 – Abacus acquires shares in Crystal Wealth Management.

  

Supporting Adviser Transitions with Care and Continuity

As our company has grown, we’ve built strong partnerships with advisory firms whose principals are approaching retirement. One of the most delicate moments for clients is when their trusted Financial Adviser steps away, leaving them in need of a new relationship built on the same trust and understanding. By integrating these businesses with Abacus, we ensure a smooth and thoughtful succession process for both clients and advisers.

At Abacus, we combine decades of experience with a focus on the future. We’re actively mentoring and training the next generation of advisers to provide lasting support for our clients over the next 20–30 years. With significant generational wealth transfers on the horizon, we’re well-positioned to guide families through that journey with confidence and care.

For advisers nearing retirement, joining Abacus is a strategic step in their own financial planning. In an environment of rising costs and increasing regulation, we take on the operational and compliance burdens—allowing advisers to continue focusing on their clients and doing what they love, for as long as they choose. When the time comes to step back, they do so know their clients are in good hands.