About Us

We have been advising clients for many years on all aspects of Savings, Investments and Pensions. We have built a significant client base of satisfied customers.

We have offered high quality independent financial advice since 1987. Each of our staff members have obtained very high levels of expertise and knowledge in their fields. Service to our clients has always been our number one priority, and we pride ourselves on the professional, impartial and friendly advice given.

Abacus began offering financial advice in January 1987, and grew in a controlled manner until we moved to our present address in 1990.

We initially ran an agency for the Town & Country Building Society, however, following their merger with the Woolwich, we switched to an agency with the Bradford & Bingley plc (now Santander Plc) in 1993. We currently have five members of staff, and a well established high street presence in Upminster.

We offer advice on a full range of financial planning services, including investments, savings, retirement and Inheritance Tax planning, life assurance, and mortgages.
All initial fact-finding meetings and discussions are at no obligation to you, and are free of charge. These meetings can be carried out either at our offices or your home whichever is more convenient for you.

We offer either commission or fee based advice. Any commission or fees are fully disclosed and agreed with you, prior to entering any arrangements.