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Expert Financial Advice for Expatriates

Company

Abbey Wealth Dublin

Dec 17th 2016


Abbey Wealth Dublin is head quartered in one of the EU’s most respected, regulated and secure financial centres.

As one of the World’s leading expatriate financial advisories, Abbey Wealth strive to deliver maximum confidence to their clients, giving them the confidence that their pensions, savings and additional investments are managed by expert, experienced and qualified professionals who work from the most regulated and respected financial jurisdictions worldwide.

In 2015 Abbey Wealth identified Ireland as one of the most progressive and well regulated financial jurisdictions in the European Union and made the strategic choice to move their EU headquarters to Ireland’s capital city Dublin.

After completing the regulatory requirements in 2016 AFS Wealth Management & Insurance Advisers Limited, trading as Abbey Wealth, is now regulated by the Central Bank of Ireland. For Abbey Wealth clients this gives the peace of mind that our advisers work to the highest ethical and regulatory standards under a highly regulated, financially stable and well protected body.

Abbey Wealth Dublin is head quartered in one of the EU’s most respected and secure financial centres. With many of Abbey Wealth’s clients living in continental Europe, in order to ensure the most responsive levels of customer service, the company also operates a branch in Spain under the freedom of establishment and advises clients in other EU countries under freedom of services.

The experienced advisory and support team have extensive knowledge of EU based taxation arrangements and expertise in expat financial planning. We offer our clients access to exclusive investment, pension and financial planning offerings from the world most respected companies.

Our integrated advice process uses advanced financial planning software, tools and on-line reporting coupled to the hands-on support and guidance of an experienced, qualified and dedicated financial advisory and wealth management team.

The main focus is on providing high quality, value for money financial planning and wealth management to EU residents seeking to build, maintain and bequeath their wealth.

Client Charter

We pride ourselves on providing a fully comprehensive service to all of our clients and the ensure that we continually:
1. Deliver a high quality service that will be amongst the best in the financial services industry.
2. Improve professionalism through personal development of our advisers and through the continuous improvement of our business processes, systems and people.
3. Adhere to the principles of “Treating Customers Fairly” as prescribed by the Central Bank of Ireland.
4. Ensure our processes and procedures follow the guidelines and regulations as laid down by our regulator the Central Bank of Ireland for your protection as a consumer.

To that end we make the following promises to every client:
• Your best interests are our priority.
• Communication will be done in a clear and transparent way.
• Any potential charges or fees will always be highlighted in a clear and transparent manner.
• Your data will be secure and confidential.
• Your feedback will be valued ensuring we offer you the best service.
• You will always be in control of your finances.
• Managing your finances will be straightforward.

Abbey Wealth Dublin EU Head Office
AFS Wealth Management & Insurance Advisers Ltd
56 Fitzwilliam Square,
Dublin,
D02 X224, Ireland

T. +353 154 148 10
F. +353 154 148 12

Abbey Wealth Spanish Branch
AFS Wealth Management & Insurance Advisers Ltd
Centro Plaza, Avenida Manolete 1,
Minitienda 4, Nueva Andalucia,
29660, Spain

T. + (34) 952 887 270
F. + (34) 952 880 696

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Talk to an Adviser

You can reach us directly by calling us between the hours of 8am and 6pm CET and we will immediately assist you.

  • +34 952 887 270

    8:00am - 6:00pm CET

You will be asked a few simple questions about what you are looking for and your current situation before

If you don’t want to receive information from us in the future you can unsubscribe at any time.

Alternatively you can...

Contact Us Online

Tell us about you and you're situation so we can tailor our advice specifically to your financial needs.


or request a call back

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we'll be in touch shortly!

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  • +34 952 887 270

    8:00am - 6:00pm CET

Contact Us Online

Tell us about you and your situation so we can tailer our advice specifically to your financial needs

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Thank you for your enquiry.
we'll be in touch shortly!

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If you don’t want to receive information from us in the future you can unsubscribe at any time.

Alternatively you can...

Talk to an adviser

  • +34 952 887 270

    8:00am - 6:00pm CET


or request a call back

Thank you for your enquiry.
we'll be in touch shortly!

Oops! there was an error with your submission.