Ian, a Chartered Financial Planner with over 25 years’ experience in the wealth management industry, enjoys creating trusted and long lasting relationships as, in an ever changing world, it is essential to create bespoke financial plans for clients designed to achieve their goals and aspirations, then review them regularly to ensure they remain current and accurate.
Ian strives to provide a high level of personal and professional service in a relaxed and friendly manner and is proud of the fact that most new clients are introduced to him by way of personal recommendation from existing clients or professional connection. His areas of expertise are:
Richard, a Director of Abacus Wealth Management Ltd with over 25 years' relevant experience in the financial services industry, takes great satisfaction in his pursuit for excellence whilst providing practical, affordable and creative solutions working with the client, or with other professionals, to provide an overall solution to the client’s financial planning requirements.
In the words of one his longest standing clients; "Richard is a once in a lifetime find. He is a genuinely helpful, funny, astute and diligent professional with the skills to take an overview whilst holding onto important details and getting the job done. In the ever changing world of finance, he is a safe port in a storm and a ship to be on when the weather clears up".
Michael has been with Abacus Wealth Management since 2012 having been on placement throughout his university degree. Graduated from Northumbria University (1st in Finance and Investment Management with his dissertation on the St. James's Place Investment Management Approach). Michael has recently been appointed as a licensed adviser for Abacus Wealth Management Ltd.
Michael is primarily working with clients to develop solutions to help them achieve their goals, whilst assisting with the creation of Personal Financial Plans for clients; something which is critical for his continual development as a fully-fledged adviser. Michael, being technologically able, is also providing tangible input into the development and introduction of back office IT systems for a more forward-thinking and dynamic approach to operations within Abacus.
His academic background means he is able to take theory and put this into practice – ensuring an advancement in the way Abacus works especially for the younger generation. Michael’s forte is in the area around client risk profiling, behavioural finance and general investment risk, which allows him to develop a better understanding of client circumstances giving a more bespoke solution to their financial goals and aspirations.
Molly has been with Abacus Wealth Management since 2014 having completed a Business with Finance Degree at Northumbria University. Molly’s specialisation in her dissertation focussed on clients’ attitude to risk, behavioural finance and risk profiling. Molly has recently been appointed as a licensed adviser with Abacus Wealth Management Ltd.
Molly excels and takes control of pre-sales business processes for both new and existing clients. One aspect includes the preparation of personal financial plans, helping clients to realise their goals and objectives in the most tax-efficient manner. She assists in reviewing client’s existing plans and identifying future need areas and therefore helps to provide our clients with a truly holistic service.