Testimonials

As a long term client of Abacus, I have recently had a time pressurized transaction to complete in regards to my pension.
The personal service and absolute client focus that you get from Abacus is truly second to none but what is really clear is the personal level of service whereby they work with you to get the results that you need together with the appropriate advice in line with the most testing of timetables.
The values of customer service and customer care are paramount and I could not recommend them enough to any client looking for the backing of SJP but the personal service combined of Abacus.
Michelle Francis is a complete credit to the organisation and I am very grateful for the customer service I received from both her and Abacus.

Keith Price, Leamington Spa, Company Director.
I approached Abacus for advice on retirement planning after referral and was contacted by Daniel. From our first meeting it was obvious that there was a drive and desire to make certain my needs were met. Throughout the advice I have been given Daniel has shown great market knowledge and has ensured that the investments I make are the best fit for myself and that I fully understand each investment.
Neil Felton, Solihull, Director / Project Manager.
Daniel’s advice has been invaluable to me. Working with Daniel has given me real insight into how I can best manage and grow my income and savings to deliver the best outcome for myself and my family. Helpful, knowledgeable and available when needed. Perfect!
Chris Brookes, Stourbridge, Head of International and Complex Loss.
Abacus Wealth with the expertise of Nigel Round and Michelle Francis have been providing me with sound business and personal trustworthy investment advice for over 20 years. Their professional service and support are highly recommended.
Martin Stanley, Lichfield.
Ben is the only professional I trust totally. He always has my interests at heart and is always available with expert advice on any aspect of financial planning. I have total confidence in him and would recommend him to anyone. I hope he does not decide to retire early!
Joanne Young, Warwick, Teacher – Self employed.
Nigel Round has been our financial pension adviser for a number of years. My wife and I are delighted with his competent and professional advice. He displays a high integrity and he has managed our pension fund in difficult times to perform well. His staff are friendly and efficient and we have absolutely no hesitation in commending Nigel and his firm to anyone.
R.W.M Standley, Solihull, Solicitor Retired.
I have always received sound and trustworthy advice and have felt that my own interests have been put first. Responses and support have always been prompt and professional. I would highly recommend to anyone.
Mark Turner, Stourbridge, Retired.
The team at Abacus, my St James’s Place partner practice have helped guide me over the years – some buoyant, some turbulent – to extremely favourable outcomes overall. They are accessible and always available for review either planned or at short notice in times of uncertainty. I value their guidance and feel fortunate having them in my corner. No surprises, their admin’ people are also exceptional. Wouldn’t change a thing! Onwards and upwards! Strongly recommend!
J. Eric Scrimshaw, President Cooper Industries (Europe), Bristol.
Daniel Paton is a mature and experienced professional with an engaging and friendly manner. His patient and detailed approach will guide you in creating a personalised investment plan. His advice is on-going and available whenever you need it. Support is also available for those wishing to repatriate funds or investments from abroad via St. James’s Place approved financial specialists with local knowledge.
John, Monmouth.
David Bird has provided me with sound and trustworthy advice, advising on the best options for me. His research and in-depth knowledge of financial products has benefitted me and I would not hesitate to recommend him.
D. Talbot, Bridgnorth.
David, Nigel and the team at Abacus Wealth have consistently out-performed expectations , always available with personal interaction and delivered advice
Alistair Craig, Shipping Consultant, Staines Upon Thames.
It is a real pleasure to have an adviser who listens and who understands both my business and personal needs. The advice is always appropriate and trustworthy and the back-up from the admin team is exemplary.
Name and address supplied.
I am happy to recommend my St. James’s Partner (and his staff) to anyone interested in the personal service and advice which has been given above and beyond the call of duty, and extra helpful in a crisis. It has always been a pleasure to meet with Nigel and to listen to his advice.
Vivien Sharp, Leamington Spa, Retired.
Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.