Abacus Wealth Management Ltd
Company Management

Abacus Wealth Management Ltd

Financial Services Chare, United Kingdom 4 employees
Employees
4
Contacts
2
Emails
2

Abacus Wealth Management Ltd Overview

Headquarters
Chare, United Kingdom
Website
abacuswm.co.uk
Industry
Financial Services
Employees
4
Founded
2007
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Abacus Wealth Management Ltd

Abacus Wealth Management, Senior Partner Practice of St. James’s Place Wealth Management, believe in putting our clients first. Our business is based on the traditional values such as service, integrity and professionalism. We offer our clients the benefit of a single relationship to meet all financial needs, whether your priority is to: •Build or preserve capital •Manage cash and borrowings •Gain financial protection against risk Successful investment, whether it is to save for retirement, create capital or provide income is vital to secure your financial well being, but this is a field which presents a unique problem as future investment performance is unpredictable. At Abacus Wealth Management, we adopt an innovative approach to this problem through being a Senior Partner Practice within The St. James’s Place Wealth Management Partnership. The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

Abacus Wealth Management Ltd Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
2
66.7% coverage

Abacus Wealth Management Ltd Org Chart

Sample employees and titles
Name Title Contact
Emma Savage Executive Assistant at Isoclad with Expertise in Business Administration
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Kay Phillips Personal Assistant at Abacus Wealth Management Ltd, Senior Partner Practice of St. James's Place Wealth Management
Email
Ian White Experienced and Trusted Chartered Financial Adviser - Director of Abacus Wealth Management Ltd, Senior Partner Practice of St. James’s Place Wealth
Email

Employees by Management Level

Director 1 profile
Senior / Lead 1 profile
Individual contributor 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 2 2 0
Finance 1 1 0

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