Abacus Wealth Planning Ltd.

Reference number: 125177

Instant download

Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Authorised for 24 years
Your funds are protected by FSCS
No FCA actions
Active company since 1986
Accounts filed up to 31 March 2026

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Website

abacuswealthplanning.com (opens in a new tab)
Phone number

01277 219594
Address

Abacus Wealth Planning Ltd, 18 St. Thomas Road, Brentwood, Essex, CM14 4DB, United Kingdom

In the full report: 3 background checks

When abacuswealthplanning.com first appeared online, and whether it can receive email
What kind of line 01277 219594 is
Who else gives the postcode CM14 4DB

Other names (1)

If you were contacted under any of these names, it is this firm.

Abacus Insurance & Finance Consultants Limited Former name: A name it was registered under before.

FCA permissions and consumer protection

Give regulated advice FSCS may apply
A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
Manage or trade investments FSCS may apply
Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
Advise on or arrange mortgages · Arrange equity release FSCS may apply
Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
Lend or arrange credit No FSCS cover
Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
Complaints Ombudsman, free
You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Show FCA detail (14 permissions)

Acting as a CBTL advisor
Acting as a CBTL arranger
Advising on a home reversion plan
Advising on investments (except on Pension Transfers and Pension Opt Outs)
Advising on Pension Transfers and Pension Opt Outs
Advising on regulated mortgage contracts
Arranging (bringing about) a home reversion plan
Arranging (bringing about) deals in investments
Arranging (bringing about) regulated mortgage contracts
Credit Broking
Debt-counselling
Making arrangements with a view to a home reversion plan
Making arrangements with a view to regulated mortgage contracts
Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number: 02061670 (opens Companies House in a new tab)
Company status: Active
Company type: Private limited company
Incorporated: 6 October 1986 (40 years old)
Registered office: 18 St. Thomas Road, Brentwood, CM14 4DB, England
Nature of business: Financial intermediation not elsewhere classified (SIC 64999)
Life insurance (SIC 65110)
Pension funding (SIC 65300)

Directors and company secretaries

Name	Role	Born	Appointed	Other companies
Adrian Pope	Director	Apr 1969	23 Mar 2009	None
Paul Stephen Moisey	Director	Nov 1988	1 May 2024	None
Joan Marion Moisey	Director	Aug 1957	Not published	None
Joan Marion Moisey	Secretary	Not published	Not published	None

In the full report: every company its directors have run

Confirmation that these 3 directors run no other company
All 5 people who have been directors, with their dates

Filed accounts and finances

Year to 31 March 2026Small company accountsNot audited

Net assets

£269k

+24% from £217k

Cash at bank

£136k

+48% from £91.6k

Employees (average)

−22% from 9

Owed within a year

£119k

−2.4% from £122k

Assets and liabilities

In the full report: all 7 years of accounts

Every year from 2020 to 2026
The chart, over every year
Every filed figure, year by year

About these figures

Turnover: Money taken from sales in the year, before any costs.
Profit before tax: What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity: Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities: Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank: Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year: Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 02061670. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Abacus Wealth Planning’s history from the FCA register and Companies House, newest first.

Key events (10) All events (20)

2024

1 May 2024

Paul Stephen Moisey became the majority owner (50–75% of shares)

Companies House

30 April 2024

Joan Marion Moisey stopped being the majority owner

Companies House

2016

23 July 2016

Adrian Pope became a part-owner (25–50% of shares)
Joan Marion Moisey became the majority owner (50–75% of shares)

Companies House

2013

1 April 2013

Regulated by the FCA from this date

FCA register

2010

24 February 2010

Changed its registered name from "Abacus Insurance & Finance Consultants Limited"

FCA register

2001

1 December 2001

Regulated by the Financial Services Authority from this date
Became authorised by the FCA

FCA register

1995

19 June 1995

Regulated by the Personal Investment Authority from this date

FCA register

1986

6 October 1986

Incorporated at Companies House

Companies House

In the full report: all 20 events

All 20 events in its history (10 shown here)
Every director appointment and resignation: 6

Firms like Abacus Wealth Planning

Other firms of the same type (financial adviser), nearest first.

In Brentwood

Anomaly Consultants LimitedBrentwoodAuthorised Bentley Grove Financial Solutions LLPBrentwoodAuthorised Life Planning LtdBrentwoodAuthorised Oakwood Asset Management Limited Liability PartnershipBrentwoodAuthorised Balancepath Financial Planning LtdBrentwoodAppointed representative Braybrook & CoBrentwoodAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Abacus Wealth Planning

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

Every company its directors have run, named
3 background checks on its contact details
7 years of accounts, charted
All 20 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Abacus Wealth Planning Ltd. FCA authorised?

Yes, Abacus Wealth Planning Ltd. (FRN 125177) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.

What is Abacus Wealth Planning’s phone number and website?

The FCA register lists the phone number 01277 219594 and the website abacuswealthplanning.com for Abacus Wealth Planning. If you were given different contact details, use these to check with the firm before going any further.

Is Abacus Wealth Planning a scam or clone?

Abacus Wealth Planning is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.

Is my money safe with Abacus Wealth Planning?

Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Abacus Wealth Planning to the Financial Ombudsman Service, free of charge.

Who owns Abacus Wealth Planning?

Companies House lists 2 people with significant control of Abacus Wealth Planning: Mr Paul Stephen Moisey (50–75% of shares) and Mr Adrian Pope (25–50% of shares). Before that, it was controlled by Mrs Joan Marion Moisey.

Who runs Abacus Wealth Planning?

Companies House lists 3 directors of Abacus Wealth Planning: Adrian Pope, Paul Stephen Moisey and Joan Marion Moisey.

How long has Abacus Wealth Planning been in business?

The company was formed on 6 October 1986, and has held its current FCA authorisation since December 2001.

What do Abacus Wealth Planning’s latest accounts show?

Its latest accounts, to 31 March 2026, show net assets of £269k (+24% from £217k) and cash at bank of £136k (+48% from £91.6k).

Does Abacus Wealth Planning use any other names?

It has previously used the name Abacus Insurance & Finance Consultants Limited.

Sources and links

Its entry on the FCA register register.fca.org.uk
Its Companies House record gov.uk
Check your FSCS cover fscs.org.uk
Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
Report a scam to the FCA fca.org.uk