abacus wealth management ltd
About abacus wealth management
Ian White

With over 20 years experience in Financial Planning, initially with Royal and Sun Alliance for 10 years then 8 years as an independent financial adviser, Ian is now with the prestigious St. James's Place Partnership, the sole advisory channel for the St. James's Place Wealth Management Group, and prides himself on offering holistic advice with workable solutions for every client.

Ian specialises in a wide range of areas from tax efficiency to diverse investment portfolios. He is also experienced in helping small business owners
to underpin risk as well as tax efficient profit extraction.



Richard Edney

Richard's passion for excellence and enthusiasm for providing creative, yet practical and affordable solutions to the diverse financial needs of his clients is infectious. With over 20 years relevant industry experience, more recently as an independent financial adviser, Richard is now proud to be working with one of the UK's premier wealth management groups, the St. James's Place Partnership.

Richard specialises in a wide range of areas from tax efficiency to diverse investment portfolios. Either working directly with clients or in association
with their other professional advisers, he is also experienced in helping
business owners to underpin risk as well as tax efficient profit extraction.



Sharon Marsden - Practice Manager

Sharon has over 22 years experience as an administrator within the financial sector of which 10 were spent being the Administration Manager of a Regional Office for a leading international insurance company. This background gives Sharon an abundance of experience upon which to draw in order to support the back office systems and processes of abacus wealth management.

Being technically proficient and a specialist in pension and investment administration, Sharon provides the ideal conduit between the financial plans made by the advisers to the policy documents that are required to implement sound financial strategies for all our clients.



If you are looking to build and preserve capital, protect your estate against Inheritance Tax, plan your retirement income, manage cash and borrowings or simply underpin any risk, abacus wealth management can provide a valuable solution tailored to meet individual financial needs, hence providing the benefit of a single, seamless relationship.


To take full control of your financial future and manage your wealth, please contact Ian White or Richard Edney on 08700 501480 or email enquiries@abacusnetwork.co.uk


Private Clients
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Corporate Clients
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Financial Lifecycle
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Initial Years
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Growth
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Maturity
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Exit
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