by Abacus | May 19, 2021 | News
I was chatting with a client the other day. I’d not heard from him for several years, despite regular nudging. This was the last in a series of meetings designed to take him through a full financial planning review process: life goals, timelines, strategies, risk,...
by Abacus | May 19, 2021 | News
At Abacus, we’ve been thinking about referrals a lot in the last few weeks. In particular, why the experience in the UAE is so markedly different from that of the US and UK. In those countries, a personal recommendation from an existing client is the primary source of...
by Abacus | Jan 7, 2021 | News
Well, what a year 2020 was. I’m sure none of us could have predicted the way it unfolded. Plans changed, we adapted and now it’s over. Although many of us had a very different work pattern last year, I’m quite sure the majority still took some time off over the...
by Abacus | Dec 21, 2020 | News
There’s no denying 2020 was a tough year. Many of us did not achieve the things we had hoped to, for obvious reasons. For the team here at Abacus, 2020 was always going to be a year to look inward, invest and build for the next decade. We are focused on growing our...
by Abacus | Dec 2, 2020 | News
So, I’ve just finished yet another online meeting, this time with a chap who has been sold several regular savings plans and wanted to know if they were okay. He’s the friend of a long-standing client, who suggested he could get a second opinion from us. Sadly, he had...
