We pride ourselves on delivering high quality financial planning and welcome the feedback we receive from clients.  If you would like to leave a testimonial please complete the form below.  Alternatively read about some of our other clients' experiences working with us below.
  • G. Hussey

    I would like to express my thanks for the work you have done in arranging my re mortgage recently. I am absolutely delighted with your service and it was so good to deal with a mortgage adviser who is truly interested in my needs and current circumstances. I would greatly recommend your service to anyone who wants a professional caring mortgage adviser.

  • K. Biss

    Trying to get a mortgage was quite complicated for me. Johanna was incredibly helpful and put a lot of time and effort into helping me. I now have the mortgage I needed to buy the house I wanted for my children and me. I would highly recommend her services.

  • J. & C. Wooley

    The thought of taking out a mortgage was very daunting,  Johanna guided us through the entire process with patience, professionalism and an attitude that said nothing was too much trouble.


    We now have the house that we wanted at a deal that is affordable. All in all a stress free experience.  I would recommend Johanna for any financial needs.


    Thanks again

  • K. Lock

    Johanna has been my mortgage adviser since I bought my first property. She has supported me through many changing situations and has always found a product to suit my mortgage needs. I would highly recommend her services to anyone.

  • S. Spring

    Really professional and efficient service. Made getting a mortgage very simple - thank you!

  • K. Duda

    Very friendly and very professional service.

    Always happy to help. I highly recommend! Thank you Johanna!

  • B. Mason

    Jenny has provided exceptionally good service for us for at least 15 years. We have bought and sold numerous properties, some problematic, and Jenny has always managed to source extremely good products for us. I cannot recommend Jenny highly enough for her professional, friendly and prompt service

  • A. Young

    I have known Simon for a number of years. Simon has the ability to explain highly complex financial matters in plain English that is easily understood. His knowledge of matters financial are second to none and is always up to date.


    As a person, Simon has impeccable standards, is honest and trustworthy.


    I cannot recommend him highly enough. 

  • T. Harding

    I only worked with Simon for a short time but during that time I found him to be an energetic, customer focused IFA with a great awareness of the current financial conditions enabling him to make appropriate recommendations to his clients. Passionate about his job, you will get great commitment from Simon as he fully supports his client's financial needs.

  • D. Popely

    I've referred to Simon on matters relating to financial planning for my own clients, and can recommend him, and the work he does, without reservation. Simon is professional, knowledgeable and provides great service.

  • R. Knight

    I meet up with Simon once a week at a business networking meeting and I am always impressed with his knowledge of his market and his commitment to providing quality service to his clients.

  • M. Stanton

    Simon has been helping our clients with their financial affairs for over 10 years now. I have always admired his professional and proactive approach and have no hesitation in recommending him to any individual or business seeking financial advice.

  • G. Bates

    Jenny has helped with all of my financial requirements over the past 10 years, and I would highly recommend her.

  • C. Toope

    I first came in to contact with Abacus through a recommendation from a work colleague. I was seeking a new mortgage deal to upsize my house. Nothing was too much trouble and my adviser worked closely with me to secure the best deal for my circumstances and consequently enabled me to move up the property ladder in an effortless and stress-free manner.
    I would not hesitate to recommend Abacus for their commitment to the needs of the customer and ability to source the best deals available. I am happy to personally recommend Abacus Financial Options to family, friends and work colleagues alike.

  • R. Aplin

    Always found Simon personable - capable and trustworthy.

  • M. Jeffrey

    Simon has advised me with regard to my pensions and investments, I find him to be very personable and highly trustworthy.

    He has a very good way of explaining what it all means and without being patronizing. 

    He has a clear view and understanding of future financial directives to be in a position to advise accordingly.

  • K.Debska

    Thank you very much for the outstanding customer service provided by you!
    I highly appreciate all your help and I will recommend your services to anyone who needs it in the future!

  • R. Choudury

    I own an estate agent in London and have been referring clients to Johanna for many years.  She and Abacus have always gone out of their way to help my clients and always find solutions for them.  Johanna always provides a speedy service and I look forward to continuing to refer my clients to her.

  • P. Webster

    Jenny found us by far the best deal on our first time mortgage. The lender caused us some administration problems and Jenny stood by us and helped resolve everything. Well beyond the call of duty. Thanks Jenny.

© 2021 Abacus Financial Options Ltd


Abacus Financial Options Ltd is authorised and regulated by the Financial Conduct Authority (http://register.fca.org.uk/s). Financial Services Register No: 576165


The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

If you wish to register a complaint, please write to us at Arena Business Centre, 9 Nimrod Way, Ferndown, Dorset BH21 7UH or email us at jeremy@abacusfinancialoptions.co.uk

A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.


Registered Address:
12 Haviland Road, Ferndown Industrial Estate, Wimborne, Dorset BH21 7RG
Registered in England, No. 07880295