At abacus wealth managment we understand the demands involved in managing and controlling a
successful business. It is both challenging and
rewarding, requiring a great deal of commitment,
energy and mental stamina.

You understand your business, and whether written
down in a formal business plan or as a vision in your
own mind, you have goals and ambitions both personally
and for your company.

These could include:-

• Business acquisition and expansion
• Achieving financial security
• Quality of life for yourself and your employees
• Building a legacy for the next generation

Perhaps you have other ambitions, but whatever they are, they are specific to your business and you need someone who understands your aspirations and who can help you and your business achieve its financial objectives.

The following list, although not exhaustive indicates the main areas where we can help you with your corporate and personal financial planning.

Employees

• Retirement planning
• Employee benefits - group life, critical illness or private medical
• Employee share ownership
• Total reward strategy

Personal Financial Planning for Directors

• Realising and accessing wealth
• Exit and succession planning*
• Shareholder protection
• Retirement planning including SIPPs/SSASs
• Property investment
• Management Buyout/Buy in*

Corporate

• Key person insurance
• Bespoke general insurance audit
• Commercial lending**

To take full control of your financial future and manage your wealth, please contact Ian White or Richard Edney on 0844 05022 99 or email enquiries@abacusnetwork.co.uk

*This may involve a service that is separate and distinct from those offered by St. James's Place.
**Commercial lending may not be regulated by the Financial Services Authority.