Abacus Financial Planning Consultants Limited ✓ Claimed
Independent Financial Advisers · Dunfermline , Fife
About
Incorporated in February 2003, Abacus has grown, mainly by word of mouth. We know that by offering advice to clients in the comfort of their own home or workplace that we can take time to get to know them and be sure that we can help clients enjoy a more certain financial future.
Services
Abacus offer Independent Financial Advice to individuals and smaller firms on a variety of matters such as, Pensions, Investments/ISA's, Mortgages, Savings and Life Assurance including pre-paid funeral plans.
Products
Life Insurance, Pensions, Savings, Investments/Isa's, Mortgages.
Qualifications
David holds a BA(Hons) in Financial Services and is quailied to Diploma standard. He regularly tops-up his knowledge through structured CPD.
Staff & Management
Abacus is a small family run business based in Dunfermline Fife. We have clients throughout the UK. The key people are David L Campbell and Anne Campbell.
Clients
The majority of our clients are individuals and smaller firms. We provide Pension services to a number of small to medium sized firms and we work closely with a variety of solicitors and accountants.
Memberships & Accreditations
Chartered Insurance Institute
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