Investment Banks
Abacus Wealth Planning Ltd
Abacus Wealth Planning Ltd is a financial services company based in Brentwood, England. They specialize in investment banking and offer a range of services to help clients manage their wealth. With a team of experienced professionals, Abacus Wealth Planning Ltd is committed to providing personalized solutions to meet the unique needs of each client.
Introduction to Abacus Wealth Planning Ltd
Abacus Wealth Planning Ltd is a financial services company that was established with the purpose of providing personalized financial planning and investment advice to clients. The company has a team of experienced financial advisors who work with clients to develop customized financial plans that meet their unique needs and goals. Abacus Wealth Planning Ltd prides itself on its commitment to transparency and ethical practices, which sets it apart from other investment banks.Services & products
Abacus Wealth Planning Ltd offers a range of financial services, including retirement planning, estate planning, investment management, tax planning, and insurance. The company's financial advisors work closely with clients to develop personalized financial plans that take into account their unique financial situation and goals. Clients can also access the company's online platform, which provides them with real-time updates on their investments and financial planning progress.Location
Abacus Wealth Planning Ltd is located in Brentwood, England, which is a bustling town that is home to a variety of businesses and amenities. The area is known for its excellent schools, parks, and recreational facilities, as well as its vibrant shopping and dining scene. The company is easily accessible via public transportation, with the Brentwood train station, Shenfield train station, and Brentwood bus station all located within a few miles of the office.Benefits
Abacus Wealth Planning Ltd stands out from other financial services companies in the industry due to its commitment to ethical practices and transparency. The company's financial advisors work closely with clients to develop customized financial plans that take into account their unique needs and goals, and the company's online platform provides clients with real-time updates on their investments and financial planning progress.Good to know
Clients of Abacus Wealth Planning Ltd should be aware that the company charges fees for its financial services, and that these fees can vary depending on the specific services that are provided. Additionally, the company's financial advisors are held to a fiduciary standard, which means that they are legally obligated to act in the best interests of their clients at all times.Reviews
Customers of Abacus Wealth Planning Ltd have consistently praised the company for its personalized financial planning services and its commitment to transparency and ethical practices. Many customers have noted that the company's financial advisors are knowledgeable and responsive, and that they have been able to develop customized financial plans that have helped them to achieve their financial goals.Amenities
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financial advisory -
investment management
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wealth management
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tax services
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retirement planning
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insurance services
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asset protection
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financial planning
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research analysis
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market analysis
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portfolio management
FAQ
What types of investment services do you offer?
We offer a variety of investment services, including portfolio management, financial planning, retirement planning, and estate planning. Our team works with clients to create customized investment strategies based on their unique financial goals and risk tolerance.Can you provide examples of successful investment strategies you have implemented for clients?
Yes, we have helped many clients achieve their financial goals through sound investment strategies. For example, we have helped clients build diversified portfolios that have provided steady returns over time. We have also helped clients navigate challenging market conditions by adjusting their investment allocations as needed.What is your fee structure for investment services?
Our fee structure is transparent and easy to understand. We charge a percentage of assets under management, and our fees are competitive with industry standards. We believe in a fee-only approach to investment advising, which means that we do not receive commissions or other compensation for recommending specific investment products.How do you ensure confidentiality and security of clients' financial information?
We take the confidentiality and security of our clients' financial information very seriously. We use industry-standard encryption technology to protect client data, and we have strict internal policies and procedures in place to ensure that client information is only accessible to authorized personnel. We also require all employees to sign confidentiality agreements.What is your track record for handling mergers and acquisitions?
While we do not specialize in mergers and acquisitions, we have successfully advised clients on these types of transactions in the past. Our team has a wealth of experience in investment banking and financial services, which allows us to provide valuable insights and guidance to clients who are considering M&A activities. We work closely with legal and accounting professionals to ensure that all aspects of the transaction are handled smoothly.Reviews
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Mike Harrad
Contacted this company via a 3rd party “service finding” website, and then directly, regarding pensions advice, and have been ignored on both occasions. Wanted to use a local company, but apparently they’ve got enough work and don’t need any new clients - I’d suggest no one else wastes their time either.
28-05-2019
