ABACUS WEALTH PLANNING LTD.

Company number 02061670 ·

Active

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Shareholders' funds

£268,751

Balance sheet as at 2026-03-31

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Overview

Company type
Private Limited Company
Incorporated
1986-10-06
Employees
7 (2026 accounts · was 9 in 2025)
Registered office
18 St. Thomas Road, Brentwood, England, CM14 4DB
Postcode
CM14 4DB
Capital
3,000 GBP
Accounts category
Total Exemption Full

Accounts

Last made up to
2026-03-31
Next due by
2027-12-31
Financial year end
31 March

Confirmation statement

Last statement dated
2026-06-26
Next due by
2027-07-10
View filing history →

Nature of business (SIC)

  • 64999 Financial intermediation not elsewhere classified
  • 65110 Life insurance
  • 65300 Pension funding

Officers 6 current · 3 resigned

Appointed 2024-05-01
MR Adrian POPE Director
Appointed 2009-03-23
Appointed 1992-07-25
SECRETARY/DIRECTOR Appointed 1992-07-25
Joan Marion MOISEY Secretary

View all officers and resignations →

Contact details

Website
abacuswealthplanning.com
Phone
01277219594

Based in Brentwood, Essex. Independent Financial Advisers (IFAs). Covering: Pensions and Pension Transfers, Investments, Tax Planning, Retirement Planning and Trust & Estate Planning. Helping you to secure and growth your wealth.

Previous company names

NameDate changed
ABACUS INSURANCE & FINANCE CONSULTANTS LIMITED2009-11-09
SAFANCHOR LIMITED1986-11-06

Previous registered addresses 3

AddressChanged on
42 STATION ROAD, UPMINSTER, ESSEX, RM14 2TR2013-03-11
65 BUTTS GREEN ROAD, HORNCHURCH, ESSEX, RM11 2JS1991-07-16
84 TEMPLE CHAMBERS, TEMPLE AVENUE, LONDON, EC4Y 0HP1986-10-24

Among its peers

Top 25%

by shareholders' funds, of 344 similar companies in CM

Among the biggest employers among its local peers (7 staff).

Among the oldest 25% of its local peers, trading since 1986.

Competitors Chelmsford

This company ranks 50 among financial intermediation not elsewhere classified in Chelmsford.

Full league table →

The class of 1986

41%

of the 225 companies in this sector incorporated in 1986 are still active today; 58% have since been dissolved.

A fact about the year, not a forecast for this company.

Survival rates for every incorporation year →

Property in England & Wales 1 title

Freehold
1
Most recent registration
2023-03-09
Price paid, where recorded
£427,500
Where
Essex
Title numberCounty Tenure RegisteredPrice paid
EX422977 Essex Freehold 2023-03-09 £427,500

For addresses and the authoritative register entry, use HM Land Registry's official search (£3 per title).

Information produced by HM Land Registry. © Crown copyright 2026. Dataset as at 2026-08.

This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.