Abacus Financial Options

At Abacus Financial Options, we pride ourselves on being a well-established independent financial adviser with offices based in Ferndown, near Bournemouth. Our team of friendly and knowledgeable advisers cover much of Dorset, Wiltshire, Somerset, Hampshire, London, Cornwall, and beyond, delivering comprehensive financial information and financial advice to our valued clients.

Our Services

As independent financial advisers, we are able to advise on a wide range of financial products from an extensive range of product providers. We use advanced computer software to aid the research, compare, and select the most suitable arrangements. This process enables us to explore options and search for the most appropriate for our clients' individual needs. Our services include:

Mortgages

Our mortgage advisers have a thorough knowledge of the mortgage market and work on a 'whole of market' basis, which means we can access the majority of lenders and often access rates and terms which are exclusive to mortgage advisers. We can help you with:

• Buying your first home
• Re-mortgaging your home
• Buying a new home or second home
• Investment Properties (Buy to let)
• Government Incentive Schemes
• Secured loans

Protection

Nobody likes to think about death or being ill, but sadly, it is a part of life. Our financial advisers can advise you on the right protection plans to ensure that you and your loved ones are financially secure if the worst happens. We advise on a wide range of protection products including:

• Life Assurance
• Critical Illness Protection
• Family Income Benefit
• Income Protection Plans
• Private Medical Insurance
• Unemployment Cover

Investments

Our team of financial advisers offers independent advice backed by award-winning research tools from FE fundinfo and Defaqto. Whether you want to invest a lump sum or make regular contributions, our advisers can help you meet your investment goals with a variety of products including:

• Investment/Life Bond
• Unit trusts/Open-Ended Investment Companies (OEICs)
• Securities in Investment Trusts
• Structured Capital at Risk Products
• Any other product which offers exposure to underlying financial assets in a packaged form and reduces risk compared to direct holdings.

Retirement Planning

With the recent radical changes to the pensions landscape, it has never been more important to seek sound financial advice to help plan for your retirement. Our independent financial advisers can help guide you through the often confusing array of options available to you, including:

• Personal and Stakeholder pensions
• Annuities
• Unsecured Pensions
• SIPPs
• Workplace Pensions
• Equity Release

Our Approach

As independent financial advisers, we are able to look at the whole of the market, working with our clients to deliver personalized solutions and help them meet their financial goals. The success of our approach to advising clients on their needs has led us to build long-term working relationships and allowed our company to enjoy organic growth largely through word of mouth.

Why Choose Us

Abacus Financial Options is a well-established and respected financial adviser with offices in Ferndown, near Bournemouth. Our team of friendly and knowledgeable advisers cover much of Dorset, Wiltshire, Somerset, Hampshire, London, Cornwall, and beyond, delivering comprehensive financial information and financial advice to our valued clients.