Welcome to Abacus Wealth Management Ltd

At Abacus Wealth Management we provide ongoing help and guidance to ensure firm control, effective planning and sound advice to secure your future financial success and security.

Promotions

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Our commitment to you

At Abacus Wealth Management we’re committed to developing and nurturing long-term client relationships based on trust, excellent service and regular ongoing advice. We aim to bring peace of mind and guidance to all our clients through a bespoke and high-quality service. Our aim is to help you make informed financial decisions to achieve your goals. 

We deliver this through: 

  • Listening to you, providing face-to-face meetings tailored to your needs at a frequency that suits you 
  • Providing support that is right for you based on your stage in the Financial Lifecycle
  • Assessing your risk comfort and then creating a roadmap that takes into account all aspects of your financial life
  • Staying up to date on the latest news and informing you of changes that impact your personal situation.

Testimonials

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Both me and my wife have been looked after by St. James's Place for many years and their guidance and advice is second to none. From guidance and advising our business, family tax matters to personal tax and pension planning. They have been outstanding and we trust them without question when it come...
Mark Tomkins, Business Owner

SJP Approved 15/09/2023

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Abacus Wealth Management Ltd is registered in England and Wales, Number 06261779. Registered Office: 3A Blue Sky Way, Monkton Business Park South, Hebburn, Tyne & Wear, NE31 2EQ.