An introduction to Abacus Wealth
Supporting You with Your Finances, Your Home and Your Future
As we get older, our financial needs can change. You may want to make improvements to your home, help with the cost of care, support family members, or simply have greater financial security and peace of mind.
At Abacus Wealth Planning, we provide friendly, professional advice to help older clients understand their options and make informed decisions about their finances.
Equity Release Advice
For some homeowners, the value held in their property can provide an additional source of funds later in life. Equity release may be an option for those looking to access some of the money tied up in their home while continuing to live there.
This could potentially help with home improvements, supplementing retirement income, helping family, or meeting other financial needs.
Equity release is a significant financial decision and is not suitable for everyone. Our role is to explain how the different options work, discuss the potential benefits and risks, and help you decide whether it is appropriate for your circumstances.
Estate Planning
Planning ahead can also provide valuable peace of mind. Estate planning can help you consider what you would like to happen to your wealth and assets in the future and how you can provide for the people who matter to you.
We can help you consider areas such as inheritance tax planning, trusts, life assurance and the wider financial arrangements surrounding your estate. Where appropriate, we can also work alongside your solicitor or other professional advisers to ensure that your financial plans complement your legal arrangements.
Working Alongside Visiting Angels
We are particularly pleased to be working closely with Visiting Angels, supporting the clients and families they provide care at home for in Brentwood, Billericay, Baildon and the surrounding areas.
We understand that discussing finances can sometimes feel daunting, particularly when someone is receiving care or experiencing changes in their circumstances. Our aim is to make the process as straightforward and comfortable as possible.
By working alongside care professionals, we can help identify when a client or their family may benefit from professional financial advice, while ensuring that any decisions remain centred around the individual’s needs, wishes and circumstances.
Good financial planning is not just about numbers — it is about helping people feel more confident about the future.
