The economic climate created by the financial crisis in 2008 led to more aggressive strategies from financial advisers often leading to poor investment decisions and low client confidence in the sector. Abacus was specifically created to restore this imbalance and rebuild credibility in the financial advice sector. Backed by many years of experience, we put our client’s financial interests at the heart of what we do and how we do it. We offer efficient financial planning, which means that we help our clients with: 1. Wealth creation 2. Income generation 3. Protecting capital and existing assets 4. Retirement planning 5. Reviewing existing financial plans 6. Inheritance and succession planning Through advice, access and management of the following investment services; 1. Abacus model portfolio service, or 2. Discretionary fund management We are delighted to be able to offer our clients access to unique solutions, not common place in the UAE. We believe this uniqueness means our financial planning philosophy is kinder to changing client circumstances, meaning that we future-proof financial planning for our clients. Our corporate principles include making sure we provide all clients with a quality advice process and pride ourselves on our team of qualified and experienced advisers knowing that we have a duty of care for our clients and their money.
