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 InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Emma Savage | Executive Assistant at Isoclad with Expertise in Business Administration | United Kingdom |
View
|
| Kay Phillips | Personal Assistant at Abacus Wealth Management Ltd, Senior Partner Practice of St. James's Place Wealth Management | Newcastle Upon Tyne, England, United Kingdom |
Email
|
| Ian White | Experienced and Trusted Chartered Financial Adviser - Director of Abacus Wealth Management Ltd, Senior Partner Practice of St. James’s Place Wealth | Newcastle Upon Tyne, England, United Kingdom |
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 | Phone | |
|---|---|---|---|
| Executive | 2 | 2 | 0 |
| Finance | 1 | 1 | 0 |
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