Our Clients

At Abacus Wealth Management we understand each of our clients are following a path that is unique to them. That’s why our advisers work with our clients to design a financial plan aligned to their individual needs, wants and aspirations. We work with a range of individual’s from those starting their financial journey to established families, business owners and those in retirement. With all our clients our aim remains the same, delivering a service that is unique to you.

We specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.

We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.

Arranging care for yourself or a loved one is an emotional and complicated time. We can help you with the important issues.

Whatever your circumstances, knowing how to make the best financial plans for your future is hugely important.

Intergenerational wealth management enables families to use their collective wealth to support each other.

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Our retirement planning advice and services will give you the help you need to make the most of your retirement opportunities.

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