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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

 



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

"Following our decision to wind up our Occupational Company Pension Scheme and replace it with a Group personal Pension Plan we appointed Abacus IFA to advise on the process and to ensure the wind up of the old scheme and implementation of the new scheme..." Read more

Paul Chouler
Managing Director,
Bright Steels Limited