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The information contained on this website is for information purposes only and is not intended as an offer or solicitation for the purchase or sale of any financial instrument. This website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law. Not all products or services are available in all geographical areas. The information on this website is subject to change. Please visit our full Terms and Conditions for more information. By browsing this website you automatically confirm you have read and accepted the terms and conditions above. Click the X or accept terms to close this notice.
Making expatriate financial wealth management easier.
Our people are dedicated to you
Helping you make the most of your money
Dedicated team supporting each other and our clients
Helping make a difference in the community
We are a full-service wealth management company, providing an inclusive yet uniquely tailored service for the management of your personal financial needs.
Meet the Abbey Wealth partners, advisers and support team. Our people have years of experience in financial advice, pensions and savings & investments and are dedicated to giving you the best support for your situation
We deliver a complete financial advisory and wealth management service, and we help you make the most of your money - whatever your wealth status or life stage.
As a result of our continued growth at Abbey Wealth, we are seeking the best financial advisors and wealth planners to join our tightly knit team of professionals, dedicated to supporting each other to build lasting relationships with our valued clients.
At Abbey Wealth our corporate social responsibility (CSR) initiative is a humanitarian scheme that was suggested and fully developed by our team.
Financial advice based on every aspect of your life and personal circumstances.
Intelligent and responsive financial advice: personalised to meet your unique requirements
Dedicated to your needs
Our core function as an advisory is providing you, our valued client, with the best financial advice possible to enable you to grow and protect your wealth. Your personal and individual circumstances are central to the advice we give you.
Everything we learn about you, - your short, medium and long-term ambitions, your risk profile, your own fiscal knowledge, is incorporated into the advice we give.
What makes our financial advice worth taking?
The financial advice that we provide is personalised and bespoke, tailored with precision to your needs and circumstances.
Our advice is proactive, and all suggestions made are evidence-based and backed up with supporting information to enable you to understand the implications of any proposed action.
Understanding you empowers our advice
The advice we deliver always puts you at the centre of every recommendation and suggestion we make.
Your adviser will consider every element of your life - the financial challenges you face and the goals you have - in order to construct a robust personally tailored financial plan that is fully optimised to best serve your needs.
Struggling to understand your financial options? Abbey Wealth can help. Speak to our expert advisers or tailored advice specific to your needs.
“Abbey enabled me to make the right tax efficient choices to invest our savings when we moved out of the UK to France. Later, they enabled me to engage in a QROPS pension arrangement which is providing excellent returns.
I would not hesitate to recommend them to others for help with financial planning, when contemplating a retirement, or new life outside the UK. ”
John E Mallinson
Financial advice you can trust and rely on, for life
Our commitment to you, our valued client, does not end when we complete the structuring of your wealth’s management.
Every three months your personal adviser will review your financial plan to ensure it still meets your objectives, your needs and will advise on any adjustments if necessary.