What we do

We are a firm of independent financial advisers, specialising in providing creative yet practical solutions to the financial needs of our customers, individuals and companies alike.

Whatever the area of financial planning, our focus is always the same – to ensure your financial security over the longer term. We do this by adhering to a strict and exacting set of professional standards, the like of which we believe you will find unrivalled in the marketplace. Our principle aims are to:-

  • Re-introduce service into Financial Services
  • Provide caring yet professional assistance, which is expeditious, efficient and cost-effective
  • Care for the entire financial needs of the company and the individual alike
  • Give value for money and a quality financial service, which is clear and properly explained
  • Provide a service with honesty, integrity and confidentiality

 

  • Call us on 08700 552 455

 

Our management team

Our reputation has been established by recruiting and retaining the very best people, and many of our people, including the directors, have been with us since the early days.

 

Neil Richmond

Neil entered financial services in 1989, following his formative years in banking. Neil quickly developed his skills in the business market, gaining a reputation for helping employers design and implement successful bespoke employee benefit packages. In 1994, he moved to, specialist pension practice, Moncur Jackson. In 2004, Neil helped create abacus.

 

 

Malcolm Hodgson

Malcolm has been in the financial services industry for over 25 years. The majority of this time has been spent in senior managerial positions. Prior to joining abacus, Malcolm was a Regional Pensions Manager for Royal SunAlliance, where he specialised in working with actuaries and lawyers, helping the trustees of final salary schemes. He joined abacus to head up our Northern operations.

 

 

Our history

With the core of our team having worked together for over 10 years and an average of more than 15 year’s experience each in the industry throughout, we are able to provide a unique service to corporate and private customers alike. Our proven team of specialists hold the majority of the Chartered Institute of Insurance qualifications in pensions and life assurance, as well as being members of the Personal Finance Society.

All our clients benefit from a dedicated, bespoke service from a national team of proven specialist advisers, supported by state of the art administration systems. Being independent financial advisers, we research the entire marketplace on behalf of our clients, providing creative yet practical solutions to their financial needs.

 

 

  • Call us on 08700 552 455

 

 

 

 
  Registered in England and Wales at 3a Colima Avenue, Sunderland Enterprise Park, Sunderland. SR5 3XB under number 5810874