Abbey Wealth Management

Welcome to Abbey Wealth Management Ltd, a Partner Practice of the esteemed St. James's Place, committed to offering our clients exceptional service and advice that embodies quality, integrity, and finesse. We work closely with our clients and their families to safeguard and enhance their accumulated and inherited wealth. Our business thrives on building enduring relationships with clients, fostering an atmosphere of trust and confidence.

Our Services

At Abbey Wealth Management Ltd, we provide a comprehensive range of services tailored to meet your financial needs, regardless of whether you are focused on building, growing, protecting, or preserving your wealth. Our expertise encompasses:

1. Wealth Management: Our wealth management services are designed to help you grow and protect your wealth through carefully selected investments. Our advice is guided by a thorough understanding of your financial goals and risk tolerance.

2. Investment Advice: We offer personalised investment advice to help you make the most of your money. Our recommendations are based on extensive research and a deep understanding of the financial markets.

3. Retirement Planning: We can help you plan for a comfortable retirement by advising on pension schemes, annuities, and other retirement income options. Our goal is to ensure that you have the income you need to enjoy your retirement years.

4. Inheritance Tax and Estate Planning: We can help you minimise your inheritance tax liability and ensure that your wealth is passed on to your loved ones in the most tax-efficient way possible. Our estate planning services include the preparation of wills and trusts.

5. Financial Protection: We offer a range of financial protection solutions, including life insurance, critical illness cover, and income protection. These products are designed to provide financial security for you and your family in the event of unforeseen circumstances.

Our Approach

At Abbey Wealth Management Ltd, we believe in building long-term relationships with our clients. We take the time to understand your financial goals and aspirations, and we provide advice and guidance that is tailored to your unique circumstances. We pride ourselves on our professionalism, integrity, and honesty, and we strive to provide a level of service that exceeds your expectations.

Our advisers are experienced and highly qualified, and they are committed to providing advice that is clear, concise, and easy to understand. We never pressure our clients into making decisions, and we are always available to answer any questions you may have.

Testimonials

"Abbey listened to our requests, gave us advice and options on what was available then recommended the best way forward with no pressure. Happy to answer questions at anytime, I thoroughly recommend Abbey to anyone." - Alan Chamberlain, Maintenance Engineer, Stamford

"I have known Abbey-Gail for many years. I value her knowledge and experience in financial matters and acted upon her advice, which has never been disappointing. I have no hesitation in recommending her to you." - Beryl K Longworth, Retired, St. Neots Cambs

"Abbey is professional and asks appropriate questions to understand our requirements. She listened and answered our queries in a measured way and provided guidance, making recommendations to maximise our portfolios. Abbey has an informative style and as a result, we have never felt pressurised." - Anonymous, Project Manager, Sunbury