Abacus Associates

Abacus Associates (Stafford) are a firm of Independent financial planners and mortgage advisers based in Stafford. We work with individual clients and businesses, often in partnership with their solicitors and accountants, providing financial advice that helps you save and organise your money. We can help you manage your finances, plan ahead, and face the future with knowledge and confidence. You naturally want integrity, attention to detail and complete professionalism in your financial advisers. At Abacus Associates (Stafford), that's exactly what we provide. We also offer you several other qualities. First, with our friendliness and approachability. We take the jargon out of financial planning, and present our recommendations in clear, straightforward language. Secondly, we offer personal service which is often lacking today: to us, you are always an individual, not a number. Thirdly, with Treating Customers Fairly (TCF) being at the heart of our vision and culture, this has been embedded within our core principles. The Stafford business was launched in January 2013, from our business premises in Rowley Street, Stafford, after Carl and Martin both elected to take voluntary redundancy from their previous local employers, of Natwest and Royal Bank of Scotland, respectively. Carl and Martin both worked in the Corporate and Commercial areas of Financial Planning, and have over 40 years of Financial Services experience between them. Please contact us for a free initial meeting. Content on this page requires a newer version of Adobe Flash Player.