Abacus Financial Options

Abacus Financial Options Providing straight forward financial advice to individuals and businesses. I joined Abacus Financial Options in 2023, from Vanilla Financial Solutions Ltd.

Providing straight forward financial advice to individuals and businesses, from first time buyers through to those in retirement.

➡️Mortgages
➡️Commercial Finance and Specialist lending
➡️Individual Protection
➡️Business Protection
➡️Investments and Savings
➡️Retirement planning

I have worked within financial services since 2003, qualifying as a mortgage and protection adviser in 2009 and more

recently as an Independent financial adviser. I am based on the Devon, Dorset and Somerset border, but offer advice to clients throughout the UK. My background of working within an accountancy firm has given me an important insight into the challenges facing people running their own business and this knowledge has allowed me to particularly specialise in advising self-employed clients. Your home or property may be repossessed if you do not keep up repayments on your mortgage. There will be a fee for mortgage advice. The precise amount will depend upon your circumstances, but we estimate it will be £350. Please note not all of the deals that are being promoted by lenders may be available or suitable for everyone and depends on the underwriting criteria of the lender if you are referring to mortgages.

🩺 Your Health. Your Choice. Your Cover.Long NHS waiting times? Want faster access to private hospitals and specialists?P...
09/01/2026

🩺 Your Health. Your Choice. Your Cover.

Long NHS waiting times? Want faster access to private hospitals and specialists?
Private Medical Insurance gives you peace of mind when it matters most.

✅ Fast access to treatment
✅ Choice of consultants & hospitals
✅ Cover tailored to you and your family

As an independent insurance adviser, I compare the market to find the right policy — not just the cheapest one.

📩 Email me for a free, no-obligation quote - [email protected]
📞 Personal advice you can trust - 07595 499699

🏠 Mortgage Dilemma: 2-Year vs 5-Year Fixed Rates – Which One’s Right for You? 🤔With interest rates constantly in the spo...
02/08/2025

🏠 Mortgage Dilemma: 2-Year vs 5-Year Fixed Rates – Which One’s Right for You? 🤔

With interest rates constantly in the spotlight, choosing between a 2-year and a 5-year fixed mortgage can feel like a big decision. Here's a quick comparison to help you weigh your options:

🔹 2-Year Fixed Rate
✅ Short-term commitment
✅ More flexibility if rates drop soon
✅ Ideal if you plan to move or refinance soon
⚠️ Risk of higher rates when your term ends

🔹 5-Year Fixed Rate
✅ Long-term stability – lock in today’s rate
✅ Great for budgeting & peace of mind
✅ Avoid renewal stress for a while
⚠️ Less flexibility if your plans change

💬 Thinking about locking in a rate? Let’s chat about what works best for your goals – short-term flexibility or long-term security. Phone or email me any time!

🔒 Is Your Financial Future on Track? Let’s Talk Pensions & Investments 💼📊Abacus Financial Options Ltd – Guiding You Towa...
21/07/2025

🔒 Is Your Financial Future on Track? Let’s Talk Pensions & Investments 💼📊
Abacus Financial Options Ltd – Guiding You Toward Smarter Financial Decisions.

Many people work hard their entire lives but still feel unsure about retirement security and investment performance. Whether you're planning ahead or playing catch-up, having the right advice can make all the difference.

👀 Ask yourself:

Am I making the most of my pension contributions?

Is my investment strategy aligned with my goals?

Will I have enough for the retirement lifestyle I want?

At Abacus Financial Options Ltd, we help individuals and business owners:
✅ Maximise pension efficiency
✅ Build tailored investment strategies
✅ Navigate market changes with confidence
✅ Make informed, tax-smart decisions

💡 Your financial strategy should be as unique as your goals. Let’s build a plan that works for you.

📞 Get in touch with Katrina Herrod for a free, no-obligation chat:
📱 07595 499699
📧 (Add email here if you'd like it included)

Your future is too important to leave to chance.

🏡 Dreaming of owning your first home but struggling with the deposit?We have access to April Mortgages and have some gre...
18/07/2025

🏡 Dreaming of owning your first home but struggling with the deposit?
We have access to April Mortgages and have some great news: NO DEPOSIT mortgages are now available!

✅ Buy your first home with £0 upfront deposit
✅ Ideal for first-time buyers
✅ Expert advice and support every step of the way
✅ We offer a friendly and tailored service

Your journey to homeownership starts today – and it’s easier than you think. 💬
Send us a message or call to find out if you qualify. Let’s turn “someday” into move-in day!

📞 07595 499699
📨[email protected]

🎉 Self-Employed & Buying Your First Home? We’ve Got You! 🏡Being your own boss is awesome — until you try to get a mortga...
18/06/2025

🎉 Self-Employed & Buying Your First Home? We’ve Got You! 🏡

Being your own boss is awesome — until you try to get a mortgage and hit a wall. 😅

If you're a first-time buyer and self-employed, don’t stress. We specialise in helping people just like you get into their first home — with mortgage options that actually make sense for your income.

✨ Not 9-to-5?
✨ 1 years accounts?
✨ Limited company director?
✨ Claiming capital allowances?

No problem, we will give you clear guidance from start to finish.

Let’s make that “just browsing” feeling turn into “this is my house.”

📲 Send us a message or call 07595 499699 for a no obligation chat.

🏠 Are you considering buying a home?Get personalised mortgage and protection advice tailored to your needs!An experience...
09/02/2024

🏠 Are you considering buying a home?
Get personalised mortgage and protection advice tailored to your needs!
An experienced adviser can help you navigate the complexities of mortgages and find the right protection plan for you.
Don't leave your financial future to chance – book a consultation today! 📈💼

🏡 Considering your first mortgage? 🎉Here are some key tips to kickstart your journey:1️⃣ **Budget Wisely:** Define your ...
20/01/2024

🏡 Considering your first mortgage? 🎉Here are some key tips to kickstart your journey:

1️⃣ **Budget Wisely:** Define your budget and stick to it.
2️⃣ **Credit Check:** Ensure your credit is in good shape for better rates.
3️⃣ **Explore Options:** Compare mortgage types and choose what suits you.
4️⃣ **Pre-Approval:** Get pre-approved to strengthen your offer.

Navigating the world of mortgages can be overwhelming, but with these tips, you're on the right path!
Get in touch to book a free initial meeting and we can discuss the above in more detail 🏠💬
📞07595 499699
📧 [email protected]

Starting the new year with a new beginning!Looking forward to 2024 with Abacus Financial Options.
07/01/2024

Starting the new year with a new beginning!
Looking forward to 2024 with Abacus Financial Options.

Today is the start of a new beginning! 🥂 Watch this space for updates over the next couple of weeks.
01/09/2023

Today is the start of a new beginning! 🥂 Watch this space for updates over the next couple of weeks.

16/06/2022

Address

Beerhall Farm
Axminster
EX135UX

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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