Create a Secure Future with Financial Advice you can count on
At Abacus Money Management your aims are at the heart of our business. Our team deliver quality advice you can trust.
About Us
Independent Financial Advice tailored to your needs
Abacus Money Management are your Independent Financial Advisers, offering financial planning services to individuals and businesses across the UK from our main office in Tewkesbury, Gloucestershire.
Providing expert guidance is central to what we do, and we are committed to delivering personalised, professional support.
Our focus is on creating tailored solutions that meet your unique financial needs, ensuring that your goals remain at the heart of our approach.
Achieving Your Goals
As Independent Financial Advisers, we offer our clients access to an extensive range of financial products and services.
This independence allows us to recommend the most appropriate solutions, whether you’re seeking investment advice, retirement planning, inheritance tax strategies, or simply a review of your current plans.
How We Can Help
By taking the time to fully understand your financial goals, values, and aspirations, we ensure that our comprehensive solutions align with your priorities and deliver the best outcomes.
The latest news on the markets
A long history of providing advice
Meet The Team
Katy Flett
Financial Adviser
READ MORE ABOUT KATY
I am a fully qualified independent financial adviser, holding the diploma in regulated financial services. As well as being diploma qualified, I am also a Pension Transfer Specialist, meaning I can give advice if you have a defined benefit/final salary pension.
I have been in the financial services industry for over 10 years, having worked in technical roles before becoming a financial adviser. My move to advising developed from my enjoyment of interacting with clients as my knowledge and experience grew and so it seemed a natural progression to combine my technical knowledge with directly helping advise clients.
Having the knowledge and experience to help my clients achieve their financial goals is very rewarding and you will see my enthusiasm for this in my interactions with you. I work alongside friendly and caring individuals who support me in providing you with advice and supporting you along the way.
Noel Greaves
Director and Financial Adviser
READ MORE ABOUT NOEL
I have been an adviser for over 20 years and love being able to provide financial solutions that meet my client’s specific requirements. I am always striving for excellence in my vocation and attend many professional development days.
I am a pension transfer specialist as well as an equity release and long-term care specialist which helps me to provide for the varying needs of my clients.
I have a fantastic support team which allows me to be free to meet and enhance client relationships. Our paraplanners assist me with research and report writing and our administrators ensure all client requests are processed smoothly.
Frankie Turnock
Office Manager
READ MORE ABOUT FRANKIE
With over eight years of experience in the financial services industry, I’ve built a strong foundation in both financial products and operational strategy. At Abacus Money Management, I’ve been fortunate to grow alongside the company, continually honing my skills while contributing to its ongoing development.
As Office Manager, I’m responsible for ensuring the smooth and efficient running of our day-to-day operations. This includes overseeing our administrative team, refining internal processes, and shaping robust business continuity plans. I’m passionate about creating a well-organised, supportive environment where our team can thrive and deliver exceptional service to our clients.
I take great pride in streamlining processes, supporting my colleagues, and fostering a productive, organized workspace that aligns with our company’s broader objectives. Being part of Abacus allows me to continually challenge myself while playing a significant role in the company’s continued success.
Take the first step to achieving your financial goals…
Contact us to arrange your free no-obligation consultation with one of our Independent Financial Advisers
Abacus Money Management Ltd
Office Hours
Mon to Fri: 9am to 5pm
Location
14 Miller Court, Severn Drive, Tewkesbury, GL20 8DN
Contact
01684 778360 info@abacusmml.co.uk
Abacus Money Management Ltd is authorised and regulated by the Financial Conduct Authority under registration number 610239
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are unable to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk Please be aware that by clicking onto this link you are leaving the Abacus Money Management website, Abacus Money Management Ltd is not responsible for the accuracy of the information contained within the linked site accessible from this page.
Abacus Money Management Ltd is a Private Limited Company registered in the UK, Company Number 06755206