Lifestyle Planning

  • Holistic Reports
  • Analysing Shortfalls
  • Recommendation Report
  • Regular Lifestyle Review and Strategy
  • Regular Portfolio Management Reports
  • Cash Flow Analysis

Our Lifestyle Planning service puts you at the very centre of our proposition and has been developed to deal with the needs of clients with significant assets and more complex affairs who are looking for a strong relationship with their adviser.

If you want to worry less about your future and have every opportunity to fulfill your lifestyle goals then this would be the service for you.

For more information on lifestyle planning and what it can do for you, please contact us for a no obligation initial  consultation.

Smoothing life’s path

As your life unfolds and your priorities change, so do your personal financial requirements. Our simplified services include advice and assistance on:

  • Life Assurance
  • Private Medical Insurance
  • Critical Illness Cover
  • Income Protection
  • Business Solutions
  • Tax Planning
  • Inheritance Tax Planning and Mitigation


Tax Planning and some aspects of inheritance tax planning & mitigation are not regulated by the Financial Conduct Authority

Planning for a comfortable financial future takes confidence, nothing more. Setting your goals is the first step to success. It gives focus and direction. That's where we can help.

what our clients say

"Abacus IFA act as our appointed pension scheme advisers and have been connected with our pension proposition for many years. They were involved in giving both the employer and employees independent advice during our decision to close our Final Salary Scheme and in the implementation..." Read more

Mark Rankin
Commercial Director,
Elddis Transport (Consett) Limited