Abacus are authorised and regulated by the Financial Conduct Authority. Our registration number is 232121.
Welcome to Abacus Financial Planning Consultants Limited
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.
Based on the principles of integrity, professionalism and impartiality we look to engage with clients over the long term and to provide ongoing financial planning services that can really make a difference for clients. We know from experience that some people fund financial matters a little too complex or perhaps “not too interesting”. You can be sure that we will explain everything to you in plain English and that we try to avoid using jargon whenever possible.
Often our customers will reccommend us to their family and friends or other business connections.
Abacus work with a variety of professional advisers in the legal and accountancy field.
" As a busy legal practice with no in-house financial advisor or mortgage broker it is important that to our clients that we have access to knowledgable, professional, efficient and trusted advisers. Abacus Financial Planning Consultants tick all the boxes as far as we are concerned and over a number of years now clients of maloco + associates have reported back to me just how happy they have been with the quality of advice given by David. I would not hesitate to recommend their services.
- Michael J Maloco, Senior Partner, maloco + associates, Solicitors and Estate Agents."
Abacus are members of the Kingdom Business Forum. The forum is a group of businesses that meet every Wednesday morning from 7am till 8.30am in The Dean Park Hotel Kirkcaldy to discuss business matters,to provide encouragement and expertise to other business owners in the local community.We welcome visitors at any meeting. Please feel free to contact Abacus if you need any information regarding the KBF.
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