Independent Financial Adviser Abacus Associates
Independent Financial Adviser Financial Conduct Authority Abacus Associates Group Website
Wealth and Advisory Services
Financial Advisors
Huw Davies DipFA
Independent Financial Adviser
Tel: 07939 021004
Darren Hopkins BA(Hons) DipIP
Independent Financial Adviser
Tel: 07971 579466
Ian Jessop Dip CII
Independent Financial Adviser
Tel: 07554 440018
Current Markets

Wealth and Advisory Services

Our integrated service proposition enables us to offer cost-conscious solutions for all mandates.

We provide comprehensive, creative investment advice to individuals, trusts, families, charities and companies. We excel at analysing your existing portfolio, assessing how this can best be optimised, restructured or better managed - often in a more tax efficient or cost effective manner.

We offer a wide range of advice including:

  • Investment Management¬†¬†
  • Discretionary Management
  • Sophisticated Investments
  • ISAs
  • Offshore and Onshore
  • Passive and Active Investment
  • Trusts
  • Tax Efficient Investments

The tax-efficient management of your assets is at the heart of everything we do, because lowering your liability to tax also lowers the investment risk you need to take to achieve your goals.

We are highly-qualified, experienced advisers that work closely with each and every client to understand their objectives in the short, medium and long term. We provide a personal service of the utmost integrity and continuity, with concise and frequent client communication, ensuring that your objectives, which may range from capital preservation to high growth - are achieved through a clearly-defined, risk-managed investment strategy process.

Abacus Associates Financial Services Ltd is directly authorised and regulated by the Financial Conduct Authority. Abacus Associates Financial Services Ltd is entered on the Financial Services Register ( under reference 230342. There may be a fee for mortgage advice - A typical fee would be £495. The precise amount will depend upon your circumstance. Loans subject to status, value and type of property. The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. The FCA does not regulate all forms of the products or services we provide. Your home may be repossessed if you do not keep up repayments on your mortgage or loan secured against it.