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VerifiedFinancial Services· Founded 2016

Abacus Money Management

Abacus Money Management is a specialist firm of Independent Financial Advisers looking after clients in the South West, based out of our main office in Tewkesbury, Gloucestershire. We provide advice to both individuals and companies throughout the UK on all aspects of financial planning. We take pride in fully understanding your financial needs, wants, and aspirations, and finding the best solutions and prioritising your objectives. As Independent Financial Advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning, or simply reviewing existing plans, we have the expertise in finding the most suitable solution for our clients’ needs.

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HeadquartersTewkesbury, United KingdomEmployees16(11 to 50)Annual revenue$1M to <$10MFounded year2016Websiteabacusmml.co.ukLinkedIn profileLinkedIn

Verified contacts

11

available on Kipplo

LinkedIn employees

16

11 to 50 range

Open roles

no listings

Distinct roles

9

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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Top roles at Abacus Money Management

9 distinct titles indexed · top 9 shown.

  • 2trainee paraplanner
  • 1compliance officer
  • 1finance administrator
  • 1financial administrator
  • 1financial advisor
  • 1mortgage and protection adviser
  • 1office manager
  • 1personal assistant
  • 1senior administrative assistant

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