Helping your savings grow

Whether you have a lump sum from savings or an inheritance or want to begin regular savings, it is important that your money is invested wisely.

As Independent Financial Advisers, Abacus have access to the whole market, and can search for the most appropriate product to match your needs.

We adopt a three - phase approach to ensure each client receives the very best advice

Phase 1

Understand your goals for your money.

Everyone's objectives are different so we'll start by finding out how long you want to invest for and exactly what you want to achieve.

Phase 2

We establish your attitude to risk for the money you're investing.

We'll do this by asking you questions. From your answers we can tell you how adventurous or cautious you are with your money - in other words, we describe the kind of investor we think you are and check to make sure you agree.

Phase 3

Having identified your goals and established your attitude to risk, we'll design a solution that meets your needs.

This will involve finding the right product (for instance an ISA or pension plan), and an appropriate mix of investments.

If you already have existing savings or investments we offer a full review service.

To arrange your consultation Click the Savings and Investments Enquiry Form and one of our advisers will contact you

Contact Us!

Call us on 01635 800 154

For all areas including overseas

Investments in equity-backed arrangements may go down in value as well as up and you may not get back the full amount invested. The levels and bases of, and reliefs from, taxation are subject to change.