Ian White Email & Phone Number

With over 25 years of industry experience this has allowed me to build up a wealth management company that puts clients interests at the forefront of its operation. Here at Abacus, our philosophy is simple, we provide face to face advice and guidance that allows clients to make better decisions with their money. In an ever changing world, it is essential to create bespoke financial plans designed to achieve clients goals and aspirations. In addition and probably more importantly, to review these plans regularly to ensure they remain current and accurate. I enjoy creating trusted and long lasting relationships with my Clients and provide a high level of personal and professional service in a relaxed and friendly manner. I am proud of the fact that many new clients are introduced to me by way of personal recommendation from existing clients.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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representativesSJP Approved 02/05/2024

Listed skills include Wealth Management, Wealth, Inheritance Tax Planning, Asset Management, and 40 others.

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  Director

  Abacus Wealth Management Ltd

  Jun 2006 - Present - Newcastle Upon Tyne, England, United Kingdom

  We offer bespoke highly personalised financial advice to business owners and private individuals. Our philosophy is simple, we provide face to face advice and guidance that allows clients to make better decisions with their money. Emphasis on dynamic and regular planning, along with tax-efficient extraction of profit for business owners, to create financial independence.The Partner/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).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives