ABOUT US
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ABOUT ABACUS
Abacus Associates
Abacus Associates Financial Services is one of the country’s leading firms of Independent Financial Advisers with funds under management of over £1 Billion.
We tailor our service to the diverse needs of our clients, offering each one the best possible choice. Our advisers strive to build a trusted client relationship which will last a lifetime.
What We Do
We offer a professional, friendly service with solid, down to earth advice that you will understand.
We focus on providing our clients with independent wealth management services and pride ourselves on delivering a highly streamlined service for all our clients.
What We Stand For
As independent financial advisers we pride ourselves in offering “truly independent advice”. We have the best interests of our clients at heart and act solely on their behalf at all times.
However, professional financial advice does come at a cost much the same as legal or accountancy advice.
Specialisms
Creating tax savings, Protecting families from Financial Difficulties, Retirement and pension planning, Wills and estate planning, Creating cash flow for businesses and raising finance via mortgages, Wealth Management.
We offer a friendly service with good, down to earth advice that you will understand.
WHAT YOU CAN EXPECT
A commitment from a fully qualified firm of Independent Financial Advisers regulated by the Financial Conduct Authority to ensure all costs and charges are transparent in line with the Retail Distribution Review and to feel safe and secure in the knowledge that we are also committed to the highest of professional and regulatory standards.
OUR MISSION
The ethos of the Tavistock Investments Group is founded on traditional values – honour, vigilance and dependability – enhanced by the relentless pursuit of excellence and improvement in every aspect of what we do.
In making every decision, however large or small, we will always consider and calculate the effect and impact of any professional guidance and advice we may give on and to our clients.
WHO ARE ABACUS ASSOCIATES?
We are a firm of Independent Financial Advisers, who are wholly owned subsidiary of Tavistock Investments Plc, an Aim listed company actively managing over £1 Billion of Investment Funds within our own Central Investment Proposition and advise over 50,000 clients on a total of over £3.5 Billion of Investments.
Contact Us
Tim Sands, Chartered MCSI is the lead adviser to BAAPS Support, and working with Abacus colleagues, can coordinate wealth management services across the UK for its members.
With 17 years experience in the fund management industry, Tim previously designed investment solutions which were distributed by global banks such as Deutsche Bank, Credit Suisse, Commerzbank, etc; and combined with Chartered status from the Chartered Institute for Securities and Investment (CISI), makes Tim an ideal partner for BAAPS Support members and their potentially complex planning needs.
To contact Tim and the team for an initial consultation, please complete the form or please call him directly.
Please also indicate which services you are particularly interested in:
01432 343322
Head Office - Hereford
07834 644 730
Tim Sands - Direct
0151 632 1968
Tim Sands - Office
Abacus Associates Financial Services is a trading style of Tavistock Partners (UK) Limited which is authorised and regulated by the Financial Conduct Authority, FCA number 230342.
Tavistock Partners (UK) Limited is a wholly owned subsidiary of Tavistock Investments Plc.
Tavistock Partners (UK) Ltd trading as Abacus Associates Financial Services are only authorised to give advice to UK residents.
Registered in England Registered Office: 1 Queen’s Square, Ascot Business Park, Lyndhurst Road, Ascot, Berkshire SL5 9FE. Company Number 04961992.
Will Writing, Lasting Power of Attorneys and some aspects of Tax Planning are not regulated by the Financial Conduct Authority.
Your home may be repossessed if you do not keep up repayments on a mortgage.
The firm is not responsible for the content of external links.
