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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Verified contacts
11
available on Kipplo
LinkedIn employees
16
11 to 50 range
Open roles
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no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- FT
Francesca Turnock
Office Manager · Operations
EmailPhone - RG
Rachael Godfrey
Compliance Officer · Finance & Accounting
EmailPhone - HS
Harry Smith
Trainee Paraplanner · Finance & Accounting
EmailPhone - JW
Julie Wooding
Finance Administrator · Finance & Accounting
EmailPhone - KF
Katy Flett
Financial Advisor · Finance & Accounting
EmailPhone - LH
Laura Hussey
Personal Assistant · General Business & Management
EmailPhone - MT
Mandie Tree
Mortgage and Protection Adviser · Finance & Accounting
EmailPhone - NB
Nicole Bodycote
Trainee Paraplanner · Finance & Accounting
EmailPhone - SH
Sophie Hoole
Senior Administrative Assistant · General Business & Management
EmailPhone
Showing 9 of 11 verified contacts
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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