Kay Phillips's Colleagues at Abacus Wealth Management Ltd
Kay Phillips's Contact Details
N/A
Newcastle upon Tyne, England, United Kingdom
Abacus Wealth Management Ltd
Kay Phillips's Company Details
Abacus Wealth Management, Senior Partner Practice of St. James's Place Wealth Management, believe in putting our clients first. Our business is based on the traditional values such as service, integrity and professionalism. We offer our clients the benefit of a single relationship to meet all financial needs, whether your priority is to: •Build or preserve capital •Manage cash and borrowings •Gain financial protection against riskSuccessful investment, whether it is to save for retirement, create capital or provide income is vital to secure your financial well being, but this is a field which presents a unique problem as future investment performance is unpredictable. At Abacus Wealth Management, we adopt an innovative approach to this problem through being a Senior Partner Practice within The St. James's Place Wealth Management Partnership.The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).