Abacus Associates
Financial Services in Hereford, Herefordshire

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Abacus Associates
read moreKnowing how to look after your hard earned income gives it the best chance to grow and build your wealth; but that doesn't happen overnight. Tended well and lovingly, it can grow into a sturdy and lasting shelter from the toughest of storms. Abacus Associates provides an extensive range of specialist financial management, financial planning and tax saving opportunities tailored to your personal circumstances and requirements. You'll receive expert, independent advice and support across a wide variety of areas shown below - all designed to help you achieve your lifestyle ambitions and goals delivered by our highly qualified staff.
About Us
read moreAbacus Associates Financial Services is one of the country's leading firms of Independent Financial Advisers with funds under management of over 1 Billion. We tailor our service to the diverse needs of our clients, offering each one the best possible choice. Our advisers strive to build a trusted client relationship which will last a lifetime. As independent financial advisers we pride ourselves in offering "truly independent advice". We have the best interests of our clients at heart and act solely on their behalf at all times.
Retirement
read moreOften by now many are settling in comfortably to retirement, but it's doesn't have to be all about slowing down. If you're no longer dependent on work for a steady income, there's so much more time to enjoy! It's time to bask in the freedom of old age and look back on all your busy years, hopefully with joy and excitement at what's still to come. You potentially still have a third of your life left, so maybe you'll not want to just put your feet up. Although it's probably tempting, why not think about travelling and exploring the world or even moving abroad.
Property
read moreWhether buying or renting a property, there are a many stages of planning required to establish affordability and sustainability to ensure that your home remains your home, for whatever period you want and or need it to be. This should be your place of comfort and security, it's way more than just bricks and mortar. Buying a home will probably be the biggest financial commitment you make in your lifetime. It can be stressful as well as daunting - particularly for first-time buyers, so whether buying your first home, looking for a new one, downsizing or looking for an investment, planning is essential to ensure a smooth path to your eventual goal.
Planning
read moreFinancial Planning is the life-long process of managing your finances prudently and smartly to help achieve your goals and dreams. At the same time, you'll be preparing yourself to navigate the financial obstacles that will inevitably occur at any, or even every stage of life. It pays to take financial advice. Financial Planning helps you determine your short and long-term financial goals, as well as create a balanced plan to meet those goals. It helps you not only to identify the key responsibilities you have to yourself and family in managing your finances, but also helps in understanding the timing, detail and the importance of each element of earning and protecting money - whilst also enjoying it too.
Life events timeline
read moreToday is a good day to create tomorrow's plan of how to live even better. A plan made tomorrow can never help today get better. Putting a plan together takes effort and a lot of forethought, often pushing that plan further away to "someday". History helps us predict that most people will experience a series of life events they need to be prepared for. Below we've pulled together a "life timeline" - a journey of what you may have already experienced, what you may have yet to come. Many of these are happy moments, some unexpected and unwelcome, however all will come as a cost.