Iain Henderson has provided me with sound realistic advice when reviewing portolio options and performance. He also has been on hand to suggest other options or savings solutions that I have been considering as my circumstances change.
Review by Shlon3 weeks ago
I have been very comfortable though out my dealings with Abbey Wealth.
My adviser Jason Swan and his assistant Beth have been very
supportive though out and patient.
Always available to answer queries .
Many thanks Jason and Beth.
Regards Steve (France)
Review by Thadette Sidelnikova3 weeks ago
Iain has been an extremely helpful support regarding my pension matters. Always on hand when queries arose. I would thoroughly recommend him to anyone
Review by Naqsha Trayhern1 month ago
The person helping me Simon Baker was very informative throughout the process of me buying a prudential prudence bond which i had no clue how it worked. At the end of the telephone interviews i had a much better understanding of what i was investing in. So would not hesitate to recommend his company to any of my friends who are thinking of investing.
Review by Nursingvp Mhehe1 month ago
My wife and I recently decided to become permanent French residents and subsequently sold our UK property. We needed to find a home for the money from the sale but we were finding our feet as far as French tax, banking and investment products were concerned.
I felt out of my depth especially when dealing with an appreciable sum of money. I also realized that, whilst I felt more comfortable investing in the UK, it was no longer an option as most required a UK address. In addition, it soon became apparent that our French tax residency was something which had to be considered too.
After researching financial services on the Internet I contacted Abbey Wealth who started the process of assessing my financial situation and recommended the International Prudence Bond which provided the security and income we required as well as being extremely tax efficient in France.
When I first contacted Abbey Wealth I really had no idea what to do with the money we had received from the sale of our UK house. I'm sure there are many financial products on the market and it would have been easy for me to be overwhelmed by information. However, the advice I received from my contacts at Abbey Wealth, Ben Noifeld and Rachel Shearwood, was succinct, highly professional and completely targeted to our situation.
Finally, I was investing a large amount of money in a manner I was not really familiar with and this naturally produced it's own anxiety. However, Ben and Rachel fully addressed all my questions and concerns promptly and I felt totally safe in their hands.
Review by Denney Rilwanu2 months ago
I needed a company to look after my savings competently and Abbey Wealth fitted the bill. I have been particularly impressed by my wealth manager, Ben Noifeld, who has done everything possible to meet my requirements including meeting me in London and introducing me to the team at Tilney who are responsible for making suitable investments on my behalf.
Review by Edres2 months ago
Great company shame they dont deal with Index linked funds.....
Review by Bernio2 months ago
The instructions say to share my honest experience, so here it is. When I started the process to move my pension I was 55, early retired, living in Asia with some cash in a private pension pot managed by Standard Life.
After short listing advisors, applying some simple selection criteria and having various email dialogue I had meaningful conversations with 3 different companies.
AbbeyWealth were the winner of that particular beauty contest and I decided to commit to them.
The whole process from initial discussions through to feasibility reports, option decisions, pension transfer documentation and administration took from March 2018 to August 2019.
I was surprised at how long it took to conclude matters but that is just how long it took.
Stephanie Clapp and Craig Allanson were my go-to people and at all times I felt listened to as the process was explained, options were presented and questions or issues were answered and resolved.
I am satisfied with my decision and their professionalism in what can be a difficult process.
Review by Merowyn2 months ago
Hi, I've invested a significant portion of my savings through wealth advisor Simon Baker who is based in his at Abbey Wealth office in Europe from my work base in Qatar now for over two years. He listened to my life and financial goals and has advised me appropriately since. He has researched international tax queries to assist my financial planning and been back in contact every 3 months to provide updates and suggest modifications to investments when necessary. I'm too busy working to devote sufficient time to analysis of the political situation and stock market movements so needed someone I can trust to advise me. Highly recommended.
Review by Shavonder2 months ago
Excellent advice and service. If they say they will ring at 9.30 am they ring at exactly that time. My adviser Jason Swan is superb. He is always available to answer any query - however trivial. I would recommend Abbey Wealth to anyone. They also manage our investments extremely well - especially in a time of volatile markets.
Review by DHgate2 months ago
I had been looking around for several years, to source a reliable and professional establishment in which I could trust to manage my investment & pension funds.
After talking at length with Henry Kent at Abbey Wealth, who took time to explain the various investment portfolios available, and answer all my questions in detail, I decided there and then I had found the ideal investment company in Abbey Wealth, and financial manager in Henry Kent.
I now feel much more confident my investment portfolio is in safe and reliable hands, and look forward to discussing my current portfolio, and additional investment options available, during my scheduled quarterly reviews with Henry.
Review by Rompec2 months ago
Henry Kent has been very friendly, always offered good advice and both he and his team excellent in problem solving.
Review by Clsev3 months ago
SIPP transfer to AW - Henry Kent:
I moved my UK pension into a SIPP while working in the Gulf. The advisor of company I used stated I could expect @ 8% PA with their advised fund managers. Needless to say I didn't even get 3% PA on the first year then the losses started. The company changed my advisor but the new one was only interested in signing me into new schemes to put their hands onto more of my savings where they get the benefit and I get locked into a long term plan with penalties for early encashment.
I changed companies but apparently you can't get good advisors in the gulf and my losses continued with the new company that also stated I could expect a more modest 6%PA.
I contacted AW and Henry Kent was very understanding of my suspicions of advisors and didn't promise what he couldn't deliver.
By the time I transferred to AW I'd already lost well over GBP10k off my pension pot in 3 years with the Gulf companies.
I promised Henry a review on Trust Pilot once my pot is back to where I started, I must say that with Henry's advise on the diversified funds he proposed, I made back all the money I lost within 1 year of joining AW.
Thank you Henry and well done AW.
Review by Yousefkt3 months ago
I recently became resident in Spain and decided to get my investments in order and be spanish compliant. I contacted Abbey Wealth and was put in touch with Ben Noifeld and his excellent assistant Rachel Shearwood which led to me investing in a Prudential bond. The communication with the above two people has been brilliant, better than I had expected. Now I look forward to seeing good growth in my bond and would not hesitate to recommend this firm and those two people for financial advice
Review by Fong Buckenheimer3 months ago
I first came across Abbey Financial Solutions when i considered moving my UK Pensions into a Qualifying recognised overseas pension scheme (QROPS) Craig Allanson handled the switch in a most comfortable and professional way.Iain Henderson then took over my account,and the past years found him to be most helpfull with any querie i've had,generating a confidence i am happy to have him handle my financial affairs.
Review by Yiolanta3 months ago
My experience with Abbey Wealth is that they have been, over nearly six years, courteous, efficient, honest and comprehensive in looking after my small investment fund.
Review by Mamtaj3 months ago
I have found Simon Baker very pleasant and straight forward to deal with in a world where wealth advisors often opt to baffle one with jargon and 'trending' matters. Simon, rather, talks my language and clearly follows my portfolio positions. At each interview I have found he comfortably shows his total command of my priorities and the shape of my portfolio. He is knowledgeable and informative on markets and keen to suggest and explore investment options with me. The first year's performance was well in accordance with the expectations we had discussed. Simon is well organised and provides an excellent service which has been extremely reliable to date.
Review by DanyVily3 months ago
Very helpful and knowledgeable. Excellent communication at all times; would not hesitate to recommend their services.
Review by Keiland3 months ago
I was initially very skeptical and wary when talking to financial advisers however after a few months of discussions with Mark Smith and his team I felt a lot more comfortable.
Once the funds transfer was completed, I was immediately contacted by the Boal & Co administrators confirming the transfer and advising me of the investment process with Old Mutual - to date everything has been managed extremely well and I have no hesitation of recommending Abbey Wealth and Mark Smith to anyone considering the QROPS option
Review by DivaDog3 months ago
I can honestly recommend Matt Turner at Abbey Wealth. I am a very cautious investor and Matt has advised me of the risk profiles of investment in a very friendly, thorough and professional manner.
I am very pleased with the results of my investment and Matt keeps me updated on my investment status periodically.
Review by Kenia Trerise3 months ago
Only met Mathew last week, we spoke a few times on the phone and then we visited Mathews office.
Mathew gives you a very comfortable feeling with his positive but frank approach. So far, so very good.
Review by Gegi Kocsik3 months ago
We have had excellent experience with Simon and Amanda looking after our investment.
Review by Foskett3 months ago
Craig was very good explaining all the aspects of the investment , always giving answers to my inquiries, and providing fact sheets and data to support his ideas.
All the above were equally supported by Stephane and the rest of the team.
Thank you to all of them .
Review by Tarig Derrow3 months ago
Jason and Beth were always easy to get hold of and very helpful with sorting my ID documents. Jason explained my options carefully and helped me make my choice. I wasn't pressurised and was allowed to take my time to read information, and come back to Abbey Wealth later. I would recommend these two helpful people to other potential clients.
Review by Jeeper4 months ago
I warmly recommend Abbey Wealth as an investment platform for long term management of monetary assets. Also, I have to give high points to my advisor Henry Kent who was very attuned and responsive to in advising and recommending many options and ideas for improving and optimizing my portfolio.