Financial Consultants

Abacus Financial Options Ltd

Abacus Financial Options Ltd is a financial consulting company based in Wimborne, England. They provide a range of financial services to their clients, including financial planning, investment management, and risk management. With a team of experienced professionals, Abacus Financial Options Ltd is committed to helping their clients achieve their financial goals.

Introduction to Abacus Financial Options Ltd

Abacus Financial Options Ltd is a financial consulting company based in Wimborne, England. The company was founded with the goal of providing top-notch financial services to clients. What sets Abacus Financial Options Ltd apart from other companies in the same industry is their commitment to providing personalized and tailored financial solutions to each client's unique needs.

Services & Products

The company offers a wide range of financial consulting services, including investment planning, retirement planning, tax planning, and estate planning. Clients can also expect to receive advice on insurance and risk management. Abacus Financial Options Ltd works with each client to create a customized financial plan that meets their individual goals and needs.

Location

Abacus Financial Options Ltd is located in the Arena Business Centre in Ferndown, Wimborne. The area is home to a variety of businesses, including retail shops, restaurants, and other professional services. Clients can expect a welcoming and professional atmosphere when visiting the company's offices. The closest public transportation options to the office are the Ferndown bus stop, which is located just a short walk away, and the Poole train station and Bournemouth Airport, both of which are just a few miles away.

Benefits

Clients should choose Abacus Financial Options Ltd because of the company's commitment to providing personalized and tailored financial solutions. With a team of experienced financial consultants, clients can trust that they will receive expert advice and guidance. The company's dedication to building long-term relationships with clients also sets them apart from others in the industry.

Good to Know

Clients should be aware that Abacus Financial Options Ltd takes a holistic approach to financial planning, taking into account all aspects of a client's financial situation to create a comprehensive plan.

Reviews

Customers rave about the personalized service they receive from Abacus Financial Options Ltd. Many clients appreciate the company's attention to detail and the tailored solutions they receive. Overall, clients feel confident in the company's expertise and trust the team to guide them towards their financial goals.

Amenities

computer
wi-fi
meeting room
coffee maker
reception desk
parking
wheelchair accessible
financial advice
investment advice
tax planning
insurance services

FAQ

What types of financial services do you offer?

We offer a wide range of financial services, including financial planning, investment management, retirement planning, tax planning, and estate planning.

What experience do your financial consultants have?

Our financial consultants have extensive experience in the financial industry and hold relevant qualifications such as CFP, CFA, and CPA. They also receive ongoing training and education to ensure they stay up-to-date with the latest industry trends and best practices.

How do you charge for your services?

We charge for our services on a fee-only basis, which means we do not receive any commissions or incentives for recommending specific products or services. Our fees are transparent and agreed upon upfront, so there are no surprises.

Can you provide references or case studies of your past clients?

Yes, we are happy to provide references and case studies of our past clients upon request. We take pride in the relationships we build with our clients and the results we have achieved for them.

How will you tailor your services to meet my specific financial goals and needs?

We understand that every client is unique, with different financial goals and needs. That's why we take a personalized approach to our services, starting with a comprehensive consultation to understand your specific situation. From there, we develop a customized plan that takes into account your goals, risk tolerance, and time horizon. We also provide ongoing support and monitoring to ensure your plan is on track and adjust as needed.