Our Services

Our Services

We provide advice on a range of financial services including:

Individual

  • Risk assessment
  • Retirement and pension planning
  • Taking benefits from pensions (income, lump sum or both)
  • Investing for capital growth or income
  • School fees planning
  • Tax planning and mitigation*
  • Protection against critical illness
  • Income protection
  • Inheritance and succession planning
  • Family protection life assurance and trusts

Corporate

  • Employee benefits implementation and management
  • Risk assessment
  • Pension schemes
  • Group income protection
  • Group death-in-service and dependants benefit schemes
  • Partnership and directors share protection
  • Key person business protection
  • Advice for your employees if required

Trustees

  • Risk assessment
  • Portfolio construction
  • Portfolio management
  • Reporting

Call now on 01732 881188 or email info@aaltd.co.uk

*The Financial Conduct Authority (FCA) does not regulate all of these products and services


The material on the site is the copyright material of Abacus Advice Limited. You may not copy, reproduce, republish, disassemble, decompile, reverse engineer, download, post, broadcast, transmit, make available to the public, or otherwise use Abacus Advice Limited content in any way except for your own personal, non-commercial use. This includes but is not limited to all individual fund manager data such as rankings of fund managers and ratings of fund managers. Abacus Advice Limited does not accept any liability for your reliance upon, or any errors or omissions. Any other use of Abacus Advice Limited content requires the prior written permission of Abacus Advice Limited.

Abacus Advice Limited is authorised and regulated by the (Financial Conduct Authority no: (402725) and is bound by its rules.
© 2014. Abacus Advice. All rights reserved.

Privacy Policy   |   Disclaimer   |   Cookie Policy
Website design by Goldmine Media