Incorporated in February 2003, Abacus is based in Dunfermline, Fife. We have clients throughout the UK and provide independent financial advice on such things as Pensions ( including auto-enrolment), Investments, Savings, Mortgages and Life Insurance. The reputation of Abacus has grown, mainly by word of mouth. Our customers know that we take time to get to know them and that our advice reflects their wishes.
I have lived in Fife all my life and have been providing Financial Advice to the local community for over 20 years. I am dedicated to giving highly individual advice which is totally focused on my client's specific needs and situation. By always ensuring I am aware of the ever changing developments within the financial services industry I offer my clients a professional and efficient service that is delivered with a personal touch.
I have been giving clients Financial Advice since 1997 and from March 2002 I have been a Financial & Mortgage Adviser (FA) based in Dunfermline, Fife, although I have many clients based all over the United Kingdom. Amongst the products and services I offer are Investments, Pensions, Life Insurance, IHT planning, General Insurance & Mortgage Advice.
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