Abacus Assurance Financial Services Ltd

Abacus Assurance Financial Services Ltd Independent Financial, Mortgage and Insurance advisers Financial planning and advice for the life you want to lead. ONE HOUR'S FREE ADVICE AND YOU DECIDE.

Abacus Assurance have been trading as a very successful financial advisory company for 40 years and has a wide range of experience to suit all client needs. Helping our clients plan, protect and get the best from their finances
Our advisers are here to help you at each stage of your life and we always tailor our recommendations to your personal circumstances and goals. We can help you with:

sav

ing for the future you want
planning for your retirement
buying your forever home
safeguarding an income in case of adversity

and much more


WHY US? Fees or commission you decide after our initial FREE consultation.

What could you be investing in today?• Stocks & Shares ISAs- tax-free growth• Pensions - long-term retirement plan• Prop...
23/04/2026

What could you be investing in today?

• Stocks & Shares ISAs- tax-free growth
• Pensions - long-term retirement plan
• Property – rental income & value gains
• Index funds – cheap diversification
• Bonds – stable and low risk

If you think any of these would be a great addition to your portfolio then contact us for a free hour of financial advice.
Abacus Assurance
01656 772222

*This does not constitute financial advice*

🚨 New Tax Year = New Opportunities (6 April 2026) 🚨The new tax year has just started, and this is your chance to reset, ...
23/04/2026

🚨 New Tax Year = New Opportunities (6 April 2026) 🚨
The new tax year has just started, and this is your chance to reset, plan smarter, and keep more of what you earn.
Here’s what you need to know for 2026/27 👇

https://abacusassurance.co.uk/will-rachel-reeves-make-an-investor-out-of-you/
09/04/2025

https://abacusassurance.co.uk/will-rachel-reeves-make-an-investor-out-of-you/

Ah, Rachel Reeves, always stirring the pot with her plans to shake up the economy, right? The question is, will she convince you to swap your cash ISAs for the thrill (and risk) of stocks and shares? So, you’ve been happily squirrelling away your £20,000 annually into a Cash ISA, and why not? It....

https://abacusassurance.co.uk/new-years-resolutions/
09/04/2025

https://abacusassurance.co.uk/new-years-resolutions/

The New Year—a time when gym memberships skyrocket, sugar is banished, and dreams of “a better you” twinkle brighter than the holiday lights still dangling on your gutters. But let’s talk about a resolution that’s as rewarding as it is necessary: getting your finances in order. Here’s th...

https://abacusassurance.co.uk/gifts-that-keep-on-giving/
09/04/2025

https://abacusassurance.co.uk/gifts-that-keep-on-giving/

Many years ago, my wife made a Christmas wish to Santa asking, ‘give me a big fat wallet and a slim waist and don’t get it the wrong way around like you did last year’. On a more serious note, gifting to children and grandchildren through a Junior ISA is a great way to start then saving. Also,...

https://abacusassurance.com/newsletters/pensions-and-redundancy/
23/05/2024

https://abacusassurance.com/newsletters/pensions-and-redundancy/

Redundancy and your Pension Being made redundant can cause financial hardship but for others it can help them boost their pension savings. • A redundancy payment can be made up of the actual redundancy payment and other payments such as salary, holiday pay or payment in lieu of notice. Can a redun...

https://abacusassurance.co.uk/newsletters/your-pension-your-future/
23/01/2024

https://abacusassurance.co.uk/newsletters/your-pension-your-future/

YOUR PENSION – YOUR FUTURE Carpe Diem – seize the day! You’ll thank yourself later. Its’s never too early and its rarely too late but whatever you don’t procrastinate- If you save £500 per month (inflation linked) into your pension with 5% annual returns after 10 years you would have a fu...

https://abacusassurance.co.uk/newsletters/investing-in-uncertain-times/
16/11/2023

https://abacusassurance.co.uk/newsletters/investing-in-uncertain-times/

Investing in uncertain times Current economic conditions present financial challenges but where challenge lies so does opportunity. Getting financial advice and making a long-term outlook is key to reaching your goals. Here is your three – step plan:   Get Financial Advice Contact us for 1 hour.....

Navigating through turbulent times. Steering your investments in the right direction
14/07/2023

Navigating through turbulent times. Steering your investments in the right direction

Address

Coedargraig House
Porthcawl
CF365SS

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