Abacus Wealth Services Ltd - Wolverhampton

Address: Clive Farm Buildings, Clive Rd, Pattingham, Wolverhampton WV6 7EN, United Kingdom.
Phone: 1902539292.
Website: abacuswealthservices.co.uk
Specialties: Financial consultant.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended, On-site parking.
Opinions: This company has 14 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Abacus Wealth Services Ltd

Abacus Wealth Services Ltd Clive Farm Buildings, Clive Rd, Pattingham, Wolverhampton WV6 7EN, United Kingdom

☎️1902539292

⏰ Open Hours of Abacus Wealth Services Ltd

Monday: 8:30 am–5 pm
Tuesday: 8:30 am–5 pm
Wednesday: 8:30 am–5 pm
Thursday: 8:30 am–5 pm
Friday: 8:30 am–4 pm
Saturday: Closed
Sunday: Closed

Abacus Wealth Services Ltd

Abacus Wealth Services Ltd es una empresa que ofrece servicios de consultoría financiera con base en Clive Farm Buildings, Clive Rd, Pattingham, Wolverhampton WV6 7EN, Reino Unido.

El equipo de Abacus ha ayudado a clientes de todo el país a planificar sus finanzas y alcanzar sus metas financieras.

Especialidades

Financial consultant
Asesoramiento en inversiones
Planificación de pensiones
Planificación de sucesiones

Abacus ofrece una variedad de servicios para satisfacer todas las necesidades financieras de sus clientes.

Características destacadas

Apoyo personalizado
Conocimiento profundo del mercado
Servicios personalizados
Acceso a una amplia gama de productos financieros

Los clientes de Abacus valoran la atención personalizada y la experiencia del equipo.

Otras características

Entradas en línea
Servicios en el sitio
Estacionamiento para coches con trazado
Inclusión de sillas de ruedas
Baño con trazado para sillas de ruedas
Requiere cita
Se recomienda cita
Estacionamiento en el sitio

Abacus está ubicada en el corazón de Pattingham, Wolverhampton, con fácil acceso en coche.

Los clientes pueden hacer citaciones en línea o visitar el sitio para obtener más información.

Opciones de contacto

Phone: 1902539292

Website: abacuswealthservices.co.uk

Los clientes pueden hacer una cita con Abacus para obtener asesoramiento financiero personalizado.

Opciones de interés

Este servicio tiene 14 opiniones en Google My Business.

Opinión media

4.9/5

Los clientes de Abacus califican su servicio con excelentes calificaciones, destacando la atención personalizada y la experiencia del equipo.

Por qué elegir Abacus Wealth Services Ltd

Abacus ofrece una variedad de servicios de consultoría financiera para satisfacer todas las necesidades de sus clientes.

Con años de experiencia en el sector financiero, el equipo de Abacus está comprometido con brindar servicios de alta calidad y apoyo personalizado a sus clientes.

La empresa está ubicada en un entorno tranquilo y fácil de acceder, lo que la hace ideal para aquellos que buscan una experiencia de la vida cotidiana.

Qué dicen nuestros clientes

Dan Paton de Abacus ha trabajado con mi esposo y yo desde 2018. Él y su equipo han ayudado a ambos con consejos de inversiones, pensiones y planificación de sucesiones. Tenemos revisiones anuales y otros encuentros durante el año cuando sea necesario. Cualquier información se explica muy claramente. Dan es muy fácil de contactar en caso de que necesitemos consejo adicional o tranquilidad. Estamos recibiendo un servicio profesional de Abacus y seguiremos utilizandolos en el futuro. Gracias Altamente recomendado

👍 Reviews of Abacus Wealth Services Ltd

Abacus Wealth Services Ltd - Wolverhampton

Jo M.

5/5

Dan Paton from Abacus has worked with my husband and myself since 2018. He and his team have helped us with advice on investments, pensions and estate planning. We have annual reviews and other meetings during the year when necessary. Any information is explained very clearly. Dan is easily contactable should we need any additional advice or reassurance. We are receiving a professional service from Abacus and will continue to use them in the future. Thank you. Highly Recommended

Bridget H.

5/5

My husband and I have worked with Abacus (Daniel Paton and his team) since 2017. We had a goal of early retirement. Abacus helped consolidate our portfolio and guided us toward achieving that goal in 2022, ensuring tax efficiency along the way.
Through periods of significant global and financial uncertainty, we have consistently received sound, reassuring advice on how to navigate challenges. Compared to others we have worked with, Abacus and Daniel stand out for their exceptional responsiveness and customer service. Highly recommended

Andrew S.

5/5

Ben Dyas has been my advisor for the past 5 years and I have always found him to be very efficient, helpful and very pleasant. Nothing is too much trouble and he is always looking after my interests and I am sure Nick who has just started assisting Ben will be just as efficient.

James M.

5/5

Mike has provided exceptional financial guidance with clarity, patience, and deep expertise. Their proactive approach and genuine care have given me confidence and peace of mind in managing my finances

B R.

5/5

Dan and the Team at Abacus are great at what they do and provide some solid financial advice. Very personable and I would have no hesitation in recommending them.

Helen W.

5/5

Good solid advice. Everything clearly explained. Fees are comparable with market averages. Always get a quick response when I contact them and get the ad hoc support I need as well annual reviews. Happy !

Gary M.

5/5

Really pleased with Abacus. They are very professional, knowledgable and are always on hand if you have any queries. Would definitely recommend.

PAUL C.

5/5

Just had my yearly review with Abacus wealth,as usual great information and advice.i have been with Abacus for 30 years through my working life and still with them now I am retired.