Existing Savings Plans & Invested Assets
Unique review and ongoing maintenance service
If you have an existing saving or investment plan that needs reviewing, Abacus provides a unique service for clients who find themselves in the following circumstances:
under performing assets
You have an existing contractual or long-term saving commitment to a product and you need more help in understanding how to maximise your returns
confused about what to do next
You generally need more help in understanding what product you have and are concerned about the valuation of your investment
received poor financial advice
You want to understand how quickly you can get an existing investment contract back on track to achieving long-term growth
lost touch with your adviser
You have lost touch or faith in your existing financial adviser and want to understand how to get hold of a trusted service that provides you with regular updates on the progress of your investment
The fundamental decision to save on a regular basis or invest a capital lump sum is a good one. We put your investment objectives at the forefront of any review process.
For more information about getting your investment back on track and the services we provide to achieve this, please contact us at firstname.lastname@example.org.