We collate all the best reviews from around the Internet so you can view them in one place
Review by Bernard Keeley3 years ago
Abbey Wealth service - very good personal service geared to the individual needs.
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Review by Mr Graham Pritchard3 years ago
Very pleased with the choice of funds, which have to date exceeded the target returns. Simon Baker my personal advisor provides clear, concise and realistic guidance on the current state of the markets while keeping the relevant funds under constant review to ensure that performance is being maintained.
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Review by Shaun Nash3 years ago
Friendly, no pressure and helpful advice from my adviser Paul Griffiths and his support team.
Excellent proactive service & support.
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Review by Roger Britton3 years ago
I have always been very happy with the service provided by Abbey Wealth. I am busy with my businesses - so don't have the time or interest in studying the markets in any depth - so I am reliant upon Abbey to take on board my general requirements and come up with suitable investments spread across the range of risk I have stipulated. I have always been satisfied with their decisions and the results achieved.
My current Financial Advisor (or Wealth Manager) is Iain Henderson, who is always very helpful. He has a pleasant and relaxed manner when we speak on the phone - while clearly having his finger on the pulse as far as the markets in general and my portfolio in particular, are concerned, making appropriate suggestions when changes are advisable.
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Review by Tim Pearson3 years ago
I have always received sound unbiased financial advice from abbey wealth and have been very satisfied with the level of competence of their financial experts. At no time over the last 6 years have I experienced a "hard sell" approach and I would recommend them to anyone, particularly if living in France.
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Review by Raymond Chadwick3 years ago
This company will answer all your questions as simply as required, they will provide regular up to date changes on issues that may affect your investments and will discuss fund performances at regular intervals and at times that suit you.
All paperwork was found to be effortless and any assistance that may have been needed was provided quickly.
Can be recommended to anyone.
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Review by Martin Cowley3 years ago
Consistent excellent service from Abbey and Iain Henderson. Delighted to recommend them to any would be client!
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Review by Harvey Jefferson3 years ago
As a cautious/inexperienced investor, I have recently engaged with Abbey Wealth for full support of my investment strategy.
I have been working with Simon Hannam, whom I have found to be very professional and attentive to my requirements.
He has also successfully translated financial jargon into layman's terms I can relate to!
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Review by Mr Bentley3 years ago
As an expat living in Germany, I asked Abbey Wealth to review my upcoming pension with the idea of taking advantage of the latest pension rules which enable one to get cash lumpsums and/or move the pension pot from its current company elsewhere. After an assessment, at no cost to myself, they advised me to keep the entire pension where it is, due to favourable conditions in the contract which they found out for me.
I'm deeply grateful for their sound advice, particularly as it was disadvantagous to them, which doesn't happen much these days! Thanks again.
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Review by Bill Fenwick3 years ago
I have been with Abbey Wealth for a short while, under the guidance of Sam Daynes , and I am very happy with his professionalism and courtesy. Sam clearly has a strong understanding of the financial markets and investing and also is an all round good guy.
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Review by Ruth Foster3 years ago
I have been with Abbey Wealth since 2013 and have always found them to be very helpful, friendly and knowledgeable with their advice. Paul Griffith's is my adviser and he is always willing to spend time explaining anything I don't understand and answer any questions I have (no matter how daft they might sound). I would happily recommend this company and Paul to anyone thinking of moving their pension as I have had an excellent experience with them.
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Review by Geoff White3 years ago
I have been using Abbey Wealth for about 8 years during which time they have managed my QROPS and private funds very efficiently with good results. My contact (Nick Holmes) has always given good advice and all transactions have been handled in a very professional way. Lets hope that this service can continue.
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Review by Kerry Louise Kirby3 years ago
Kasie Soler, who is our wealth manager, is very efficient at phoning me every couple of months to go through all our investments, and tp discuss hows it going and whether we need to change things. She always explains everything very well so that a pleb like me can understand it! I feel that she has our best interests at heart. I am very happy with how things are going at the moment. Abbey have a good system that allows me to check on things online and if I have queries they are always answered. I like the fact that I dont have to go through ten million security questions first!
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Review by Tony Watts3 years ago
Having decided I needed a financial adviser to help me with my overseas investments I approached Abbey Wealth from their advertisement in the Telegraph. Most of their advice over the last 5 years has been good and I am satisfied with the returns achieved over this period. They contact me regularly every 3 months to run through my investments and I would be happy to recommend them to others in my position.
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Review by Trevor Scott3 years ago
After a bit of a shaky start when I first invested, my investment has now come good and I am prepared to invest a little more. My Advisor Iain Henderson keeps in good communication and responds to requests that I have.
The only issue that I have is the huge amount of paperwork needed to do a transaction
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Review by Boris Booroff3 years ago
I have been a customer of Abby for many years and have always felt that I am being very well looked after. The professional level of service runs at every level and nothing is too much trouble. Fast response, accurate detailed information with strong well researched advice are the standard and not the exception. I am very comfortable with my pension being invested with and handled by Abby Wealth
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Review by Andy Arundell3 years ago
I've been with Abbey Wealth for nearly 2 years now and I've got to say they have been excellent to deal with. Paul Griffiths, my personal advisor is always extremely knowledgeable and very helpful when dealing with my Assurance Vie.
Thoroughly recommended. You won't regret it.
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Review by Client from Mallorca3 years ago
Always helpful and provide a valued professional service
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Review by Mary3 years ago
I'm with RL360, and am very satisfied. I'm no expert in finances, and even though I've saved bits of cash all my life, I never dreamt that I'd be in a category where investment makes sense. However, it's so easy to make a mistake, and I did check and compare, and listened carefully to the sales message and the information I had access to.
I've never felt panicky or that it was a wrong decision, I was impressed by the unpressurized advice and professionalism. The sales service is excellent - I'm with Simon Baker and his assistant Nicole, and I have access to them should I require it, as well as regular reviews. I also occasionally check my data online and find out more about the technicalities of financial transactions. Undoubtedly, the return is considerably better than the banks can offer.
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Review by David3 years ago
Very helpful. efficient service and good honest advice from my advisor Kasie. Thanks
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Review by Peter Smith3 years ago
As expats living in Spain managing our finances via the UK didn't feel totally relevant to our circumstances and we worried about how the Spanish tax authorities viewed our liabilities. We found Abbey Wealth on line and made contact to set up an initial meeting to discuss our particular needs. We met with Jason Swan at their offices and talked through our concerns and needs. We found Jason to be very professional, knowledgeable and patient when explaining the various options open to us. From our first visit right through to transferring our funds and successfully setting up our Spanish Compliant Bond each step was fully and comprehensively explained to us and only progressed with our express approval. We would not hesitate in recommending Abbey Wealth to others who are looking for financial advice.
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Review by Doreen3 years ago
As a Brit living in France, I was looking for advice on Investment and pension with flexibility in currency (GBP/euro). Solutions for both were found following a series of phone calls where Ben and Craig took time to understand my situation, propose and revise options. Stéphanie showed great perseverence with one reluctant pension company. Performance updates have been regular, supplemented by ad hoc calls to reassure post-Brexit. Very satisfied with the service and the short-term performance (18m) has been even stronger than expected.
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Review by Masters3 years ago
The service I received was polite and efficient. The phone call came at the time I suggested.
It seems so far that the investment advice I received was good, my fund has grown at a rate greater than inflation.
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Review by Helen Lang3 years ago
I have had an investment with Abbey Financial Services now Abbey Wealth for approx. 10 years. I've had various financial advisers over this time but Paul Griffiths stands out as being very professional, efficient and his communication skills are superb. He can explain what's going on in layman's terms being very clear and concise all very important to me living in NZ. Feel confident that Abbey Wealth will do their best with my investment.
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Review by Harry Korn3 years ago
I have found Sam Daynes in the short time that I have known him to be friendly and helpful and has guided me through the paper work to make an Investment that tis performing exactly as projected.
Would not hesitate to recomend him to anyone.
