Where are meetings? Can we meet remotely?
At Abacus, we believe great financial advice starts with a personal connection. We’re always happy to meet you face to face — either at our offices in Tewkesbury or in the comfort of your own home. After the initial meeting, follow-ups can be done remotely via Zoom or Teams if that’s more convenient. We hope to build a long-term relationship with you, so we’d love to welcome you in person at least every couple of years if possible.
Is parking available?
Yes, free parking is available at our offices. If you need accessible parking or any special arrangements, just let us know in advance — we’ll be happy to help.
Is the initial meeting free?
Yes, your first meeting is offered at no cost to you. It’s a chance for us to learn about your goals and for you to get to know us, with no pressure or obligation. If we believe we can offer real value, we’ll let you know. If not, we’ll be honest about that too.
How long does the first meeting take?
Allow around one hour. That usually gives us enough time for a meaningful conversation about your financial situation and future goals, and to explain how we can help.
Do I have to commit to your services at the first meeting?
Not at all. There’s no obligation to move forward straight away. We encourage you to take your time and make a decision when you’re ready.
How much do you charge for a financial plan?
Our fees vary depending on your needs and the level of advice required. Before we begin any work, we’ll explain all charges clearly so there are no surprises.
Is there a minimum level of assets required to work with you?
We don’t set a fixed minimum for assets, but our services are typically best suited to individuals, couples, and families with £100,000 or more in investable assets, or those with complex planning needs. If we feel we’re not the right fit for your situation, we’ll always let you know — and where possible, point you in the right direction.
Are you independent advisers?
Yes, we are fully independent. That means we’re free to recommend the best options for your unique situation — without any ties to specific providers or products.
Are you regulated?
Absolutely. We are authorised and regulated by the Financial Conduct Authority (FCA). You can find our details on the FCA Register. Our commitment to professionalism and ethical standards is at the heart of everything we do.
Abacus Money Management Ltd
Office Hours
Mon to Fri: 9am to 5pm
Location
14 Miller Court, Severn Drive, Tewkesbury, GL20 8DN
Contact
01684 778360 info@abacusmml.co.uk
Abacus Money Management Ltd is authorised and regulated by the Financial Conduct Authority under registration number 610239
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are unable to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk Please be aware that by clicking onto this link you are leaving the Abacus Money Management website, Abacus Money Management Ltd is not responsible for the accuracy of the information contained within the linked site accessible from this page.
Abacus Money Management Ltd is a Private Limited Company registered in the UK, Company Number 06755206