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Abbey Wealth Reviews

We always strive to deliver the highest levels of support and customer satisfaction to our client base throughout the world. Don’t just take our word for it, we have a verified 9.3/10 satisfaction rating with TrustPilot the independent company review website.

Excellent service continuous updates

I was a bit sceptical at the beginning it took many conversations with phil my eventual agent before I decided to go ahead . After all it was my life savings. And I'm glad I did I've had my investment now 1 year and 2 quarters. And in that time my investment as grown . You can't get good interest rates at the bank these days and I'm averaging over 10 percent .its been a steady growth there's as been dips but only slight and I've regained it back and more . That's to be expected. But over all I'm am very pleased with the performance and hopefully reach my goal of retirement soon.. Phil my agent is excellent at his job and I wouldn't hesitate to say to anyone who has got the money to invest to invest with old mutual Cheers phil. Keep it up pal

Mark

Review by confirmed purchaser

Solid Trustworthy Advise

Liam Speak and Abbey Financial Solutions have managed our investment portfolio for a number of years and we are extremely satisfied with the service and financial advise we receive. Liam is knowledgeable, helpful and trustworthy and we have complete confidence in him. Choosing a company to invest your life savings is a big decision and based on our own experience, we would have no hesitation in recommending Liam and Abbey Financial Solutions.

Simon

Review by confirmed purchaser

So far so good

It's early days in our relationship but so far it has been a positive experience working with AFS. My adviser is friendly, knowledgable and very accessible at all times.

Martin

Review by confirmed purchaser

Recent Pension transfer

I got in touch with Abbey and things went quite well, it was at times a bit of a worry signing over my pension. However in my interactions with Craig and Stephanie I was very impressed with the level of professionalism and support. Nothing was too much trouble and in particular Stephanie was very helpful. My worries dissipated quickly and I am very pleased with the outcome, I wish Craig, Stephanie and Abbey the very best for a continued prosperous future.

Ian Crawford

Review by confirmed purchaser

Excellent and Trustworthy Company

A very friendly, efficient, reliable and professional service. All our many questions have been answered comprehensively and in the most helpful way. The provision of documentation has been rapid and reassuring, and communications by phone and email have been easy and appropriate.

Vivien

Review by confirmed purchaser

First Class Service

We have been with Abbey for five years now and the service they provide has been first class. The communication has been outstanding and our adviser has always contacted us to review the portfolio and have always been on hand to give advice when required.

Mr and Mrs Knight

Review by confirmed purchaser

Knowledgeable, Trustworthy and Friendly

It was really refreshing speaking to Abbey, they were very knowledgeable I was very surprised when they initially explained that they thought some of my investments were already ideal [...]. Since that first meeting I've been getting financial advice from Abbey for just over 7 years and really appreciate the help they've given me.

Andrew Williamson

Review by confirmed purchaser

Excellent Service and Sound Financial Advice

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

Review by confirmed purchaser

Invaluable Help and Advice

Having heard and read up on QROPS my head was spinning to say the least... I contacted Abbey [...] via email for their advice/ guidance. I was contacted by one of their experts and he telephoned me to go over all the options available and the best way to proceed from my country of residence. I would certainly recommend them to anyone looking to get good, sound and easily understandable advice.

Andrew

Review by confirmed purchaser

12

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Understand the changes to the tax treatment of foreign pensions and pension transfers. If you have a pension in the UK it could help you to enjoy a wealthier retirement abroad.

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Leaving the UK - but are you leaving UK taxes? Find out more about UK taxes for expatriates with our free guide.

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Get your FREE Guide - Understanding Your Pension Options

This report is compiled by industry experts, and is designed to highlight some of the vast savings and financial opportunities available to you.

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Understand how transferring your UK pension via QROPS could help you to enjoy a wealthier retirement abroad.

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Get your FREE Passport to Expatriate Wealth

Whatever reason you have for becoming an expatriate, this report is essential reading to ensure that you do not waste the massive financial opportunity available to you now that you live abroad.

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