Abacus Wealth Planning

Stephen Moisey set up Abacus in 1986 and was joined by Adrian Pope in 1997. Adrian Pope, has over 26 years experience in the financial services industry, and provides advice on Investments, Pensions, Mortgages, Protection and Long Term Care planning. In January 2011 Bill Kirton joined us as an adviser. Bill has been in the industry since 1985, and provides adcvice on Mortgages and Protection only. We also have three other staff, who provide administrative support to both clients and advisers. Adrian Pope: Diploma in Financial Planning, Financial Planning Certificate, Certificate in Mortgage Advice, Certificate in Life and Pensions, Award in Long Term Care Insurance. Bill Kirton: Financial Planning Certificate, Certificate in Mortgage Advice. We pride ourselves on our friendly, honest and open advice service for our clients, and only source new business from existing client referrals.