Testimonials

What were the circumstances that caused you to look for a financial adviser?
To consolidate pension arrangements

How did Mark help you?
He helped me consolidate pension arrangements, advising me which pension to keep and which to move.

Have you seen the outcome you were hoping for?
Yes!

What could they have done better?
I have been happy with the service provided

What were the circumstances that caused you to look for a financial adviser?
To transfer my works pension to a private pension

How did Mark help you?
Mark organised the whole process from carrying out a review of my old pensions to make
sure that a transfer was appropriate to setting up and overseeing my new pension.

Have you seen the outcome you were hoping for?
Absolutely

What could they have done better?
I can’t think of anything… My particular requirements were met in full.

What were the circumstances that caused you to look for a financial adviser?
Had money to invest

How did Mark help you?
Explained options and any risks involved, handled all paperwork, chose the best investments
for us.

Have you seen the outcome you were hoping for?
Yes, more than expected.

What could they have done better?
Nothing

Here to help

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.

We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.

Want to know more?

To find out more or to arrange a meeting with us, please call
01633 420 330, or email info@abacusfp.co.uk