About Abacus

award winning financial advice

Abacus Financial Consultants LLC was established in 2013 after identifying a gap in the landscape for a forward thinking, client focused, industry leading Financial Advisory business. We are a boutique company regulated by the Securities and Commodities Authority (SCA). Our business is built through the solid foundation of qualified advisers who provide approved and verified solutions.
In November 2016 Abacus was presented with the award for “Excellence in Investment Planning” at the International Adviser Best Practice awards. In 2017 Abacus was awarded both the “Excellence in Investment Planning” and “Best Adviser Firm” in the Middle East.

The Abacus ethos is not only to provide the most suitable counsel for every client’s individual circumstances, but to also build lasting long-term relationships, which adds value to each stage of our client’s lives and delivers an award winning experience.

WHAT YOU CAN EXPECT FROM US

Excellence in investment planning

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meeting with your Financial consultant

You will have an initial meeting with your Financial Consultant to document and understand where you are financially today, where you would like to be and as gain a good understanding of any changes you can expect along the way
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Evaluate

Together we evaluate your financial situation, identify and prioritise your needs and assess your tolerance for risk
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Develop a plan

We will develop a plan to meet your requirements. At this stage your Financial Consultant will identify and recommend the most appropriate investment strategy to help you meet your goals and illustrate the potential outcomes
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Assist you

Your Financial Consultant will assist you in putting your financial plan in place and guide you through the administration process. Our in-house compliance department will ensure further suitability of any recommended financial plan
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Monitor and Update

We monitor your financial plan together and provide you with regular investment updates, useful information and guidance as required. Your adviser may work closely with other carefully selected professionals to ensure that you reach your financial goals

How we are regulated

Abacus is regulated by UAE Securities and Commodities Authority (SCA) who provide regulation and impose standards on the conduct of investment business to protect investors in the UAE. Abacus is licensed under registration number 706040.

The abacus team

Con Lillis - MBA

Con Lillis - MBA

Chief Executive Officer

Kay Pindoria - BA (Hons) Dip PFS

Kay Pindoria - BA (Hons) Dip PFS

Chief Operating Officer & Financial Analyst

Rupert J Connor - BA (Hons) ACSI

Rupert J Connor - BA (Hons) ACSI

Partner

Andrew Hedger - DipPFS

Andrew Hedger - DipPFS

Partner

Craig Holding - BCom (Fin Mktg)  Adv Dip FP

Craig Holding - BCom (Fin Mktg) Adv Dip FP

Partner

David Maclaren - BA(Hons), ACSI

David Maclaren - BA(Hons), ACSI

Senior Financial Consultant

Andrew Johnson - ACSI

Andrew Johnson - ACSI

Senior Financial Consultant

Maurice Cassan - ACSI

Maurice Cassan - ACSI

Financial Consultant

Derek King - ACSI

Derek King - ACSI

Senior Financial Consultant

Czyrine Mabini-Retirado - AB Legal Management

Czyrine Mabini-Retirado - AB Legal Management

Administration Manager

Nicolene Van Der Merwe - ACSI

Nicolene Van Der Merwe - ACSI

Compliance Manager

Ambika Khetawat - (Hons) ACA

Ambika Khetawat - (Hons) ACA

Management Accountant

Frederick Van Heerden - Adv Dip FP

Frederick Van Heerden - Adv Dip FP

Associate of Craig Holding

Joey Chan - BSE Mathematics

Joey Chan - BSE Mathematics

Administrator

Connie Quijada - BS Applied Mathematics

Connie Quijada - BS Applied Mathematics

Administrator

Venz Mangilog - BSE English

Venz Mangilog - BSE English

Executive Assistant

Ivy Maraon - BSC Management Accounting

Ivy Maraon - BSC Management Accounting

Executive Assistant

CONTACT DETAILS

 

Call Us

+ 971 (0) 4 357 7575

Address

99 Oud Metha, Suite 303
PO Box 48673, Dubai, UAE