Abacus Financial Options

Who We Are

At Abacus Financial Options, we are 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 advice to our valued clients.

Our Approach

As independent financial advisers, we are able to look at the whole of the market, working with our clients to deliver personalised solutions and help them meet their financial goals. We believe that every individual has unique financial needs and goals, and we take the time to understand our clients' circumstances, aspirations, and constraints.

Our Services

We offer a wide range of financial services, including:

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 that 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, and 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, and 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 bonds, unit trusts/open-ended investment companies (OEICs), securities in investment trusts, and other products that offer exposure to underlying financial assets in a packaged form.

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, and workplace pensions.

Equity Release

If you are a homeowner aged over 55, equity release could raise tax-free funds from your property. Flexible finance with no evidence of income or affordability required, equity release could fund more or less anything you wish, ensuring you enjoy your retirement to the full.