Abacus Financial Planning Consultants

Abacus Financial Planning Consultants

Incorporated in February 2003, Abacus is based in Dunfermline, Fife. We have clients throughout the UK and provide independent financial advice on such things as Pensions ( including auto-enrolment), Investments, Savings, Mortgages and Life Insurance. The reputation of Abacus has grown, mainly by word of mouth. Our customers know that we take time to get to know them and that our advice reflects their wishes. Based on the principles of integrity, professionalism and impartiality we look to engage with clients over the long term and to provide ongoing financial planning services that can really make a difference for clients.

We know from experience that some people fund financial matters a little too complex or perhaps "not too interesting". You can be sure that we will explain everything to you in plain English and that we try to avoid using jargon whenever possible. Often our customers will reccommend us to their family and friends or other business connections.

Abacus Financial Planning Consultants
Abacus Financial Planning Consultants

Financial Advisors Service Provider

Services We Offer:
  • Pension Advice
  • Investment Management
  • Wealth Management
  • Tax Planning
  • Estate Planning
  • Insurance Advice
  • Mortgage Advice
  • Savings and ISAs
  • Financial Risk Assessment
Our Locations:
  • Main Office - 33 Neidpath Place, Dunfermline, KY12 0XJ
    01383 731537

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