Abacus Advice is a regulated financial planning firm helping successful professionals simplify, grow, and protect their wealth. We specialise in working with people aged 45+ who are facing complexity, scattered pensions, business exits, inheritance questions — and want clear, confident answers without jargon. Our unique approach combines the expert guidance of a qualified adviser with a digital-first service model built for modern life. Clients meet us virtually, track progress via a secure portal, and enjoy clear, transparent pricing.
We help clients:
Consolidate pensions and simplify their investment landscape
Plan tax-efficient retirements and legacy transfers
Manage volatility and plan drawdowns with confidence
Whether you’re a director approaching retirement or an engineer who wants evidence-based advice, we build a strategy that fits.
Start with a Complimentary Discovery Call — no pressure, just answers.
https://calendly.com/mikehardy-aaltd/complimentary-discovery-call-abacus-advice-ltd
FCA Registered: 402725 | Based in Tunbridge Wells | Est. 1989
#IFA #FinancialPlanning #Pensions #InvestmentAdvice #InheritancePlanning #TechEnabledAdvice
Company Details
- Employees
- 2
- Founded
- -
- Address
- Tunbridge Wells, Kent Tn1 1dj, Gb
- Phone
- 01892 320 449
- in****@****d.co.uk
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- aaltd.co.uk
- Keywords
- Pensions, Investments, ISA, Pension consolidation, Drawdown strategy, Investment advice, Retirement planning, Inheritance tax planning, Financial reviews, Digital-first financial advice, Google meet IFA meetings, Tiered service model, Wealth strategy for professionals, Wealth management, Life insurance.
- HQ
- Tunbridge Wells, Kent
Abacus Advice Questions
Abacus Advice's helpline number is 01892 320 449
Abacus Advice's website is aaltd.co.uk
Abacus Advice's LinkedIn profile is https://uk.linkedin.com/company/abacus-advice-limited
Abacus Advice has
2 employees.
View email and phone details for 2
employees at Abacus Advice.
Abacus Advice's industry is
Financial Services
Abacus Advice's top competitors are
Bgf,
Catalyst,
Axiles Bionics,
Kept Assets Limited,
Abacus Advisory,
Abacus Wealth International,
Ice Phoenix Consulting Engineers,
Irwin Mitchell.
Abacus Advice's support email address is info@aaltd.co.uk
Abacus Advice's categories are Financial Services
Abacus Advice's founding year is 1989
