Abacus Associates
Financial Advisers (Independent) in Shrewsbury
St. Annes Road
Shrewsbury
Shropshire
SY3 6AU
Contact Numbers
Mobile: 07413 3... 07413 336722
Landline: 01743 3... 01743 356 661
Sebastian: 0741333... 07413336722
Social
Key Services
About
- Wills and Trusts
- Mortgages & Loans
- Home & Commercial Insurance
- Equity Release
- Independent Financial Advice
- Investments
- Pensions
- Retirement Planning
- Life insurance
- Trust planning
- Tax Planning
- Workplace Pensions
Welcome
Abacus Associates Financial Services is one of the country's leading firms of Independent Financial Advisers with funds under management of circa £300,000,000.
Abacus Associates Financial Services Limited is a well established firm of Independent Financial Advisers who specialise in personal financial planning.
Your Adviser
Seb started his financial services career at Pearl Assurance back in 1996. He gave up his bicycle clips and had a long career at Lloyds bank as a financial consultant. Now a fully qualified Independent Financial Adviser working together with Abacus. Seb holds FPC and DipFA Qualification which are required to give advice in the Pensions and Investment arena. He also has CeMAP which is required for mortgage advice. Fully certified member of the IFS and CII and hold the 'Statement of Professional Standing.'
Seb lives in Shrewsbury with his wife and two children and is active in the local community in many ways. Skiing, mountaineering and hiking fill his spare time away from work and his family.
Seb has a very straightforward approach to solving clients financial needs. Seb believes in treating customers fairly and keeping explanations as simple to understand as possible. With a wealth of experience in the financial services industry he has many clients who remain loyal to him and trust in his advice.
Abacus Associates
We have advisers based throughout England and Wales who are ready to help you with a personal financial planning meeting in your own home or at our offices.
Our advisers can help you to build your very own personal strategic financial plan, to ensure your vision for the future becomes a reality.
Our aim is simple - to help you achieve your goals in life. Abacus, your Independent Financial Planning Partner for life.
We offer a professional, friendly service with solid, down to earth advice that you will understand. We focus on providing our clients with independent wealth management services and, through our investment in technology and the training of our support team, pride ourselves on delivering a highly streamlined service for all our clients.
We have a clear commitment to ensure all costs and charges are transparent in line with the Retail Distribution Review.
You can feel safe and secure in the knowledge that we are committed to the highest of professional and regulatory standards.
Reviews
Linda Alfrey
Seb is very down to earth. He took time to understand what it was that I was looking for. Seb kept the jargon to a minimum and presented everything in a way I could understand. He went the extra mile and talked though his proposals with my son in Australia via Skype. I completely understand what I have and how it works. Seb was worth every penny and more. We talk frequently and he always answers my questions in a way I understand. I would recommend Seb to anyone, particularly if you are on your own like me. I trust him implicitly.
Linda Alfrey - 09/05/2014 | report this review
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Testimonials
Seb has a very professional approach to his business,he has kept me well informed on all financial matters concerning me. I would recommend his financial services.
John Taylor
The range of services offered is very useful - many areas of our finances can be looked after. Sebastian explained things very clearly and we felt we could trust what he what saying. He is organised and prompt in dealing with enquiries.
Jenni
Testimonials are added by the business owner and are not independently verified.
