Website & Phone: ⚑
Centro Plaza, Avenida Manolete 1, Minitienda 4,
Nueva Andalucia
29660
Spain
☎0034 952 887 270
⇗ http://abbeywealth.com/
Christopher
2 months ago
very easy experience, we were guided expertly at
every stage, in what can be a very complex decision
making process.
colin & caroline Amess
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Bryant
6 months ago
I found Craig, Stephanie and Andrew excellent and well informed in their various ares of expertise.
Craig provided good, impartial advice based on my personal requirements. Stephanie guided me well throughout the completion of all the administrative formalities in spite of the difficulties arising from the Covid 19 restrictions. Andrew thoroughly assessed my attitude to risk and offered solutions to meet my needs.
All in all a good team and a credit to Abbey Wealth.
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Molly
7 months ago
I have been a client of Abbey Wealth for over 3 years living in the Middle East.I found Abbey Wealth gave me Sound Advice on my UK pension through Mr Iain Henderson who has offered great investment strategy and overall financial advice,I would recommend Mr Henderson highly.
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Dawn
10 months ago
We have found Abbey Wealth very good to work with, their advice is measured and sensible. We have regular phone conferences to discuss our investments and the world financial situation and are kept fully informed. I would recommend them any time,
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Saul
10 months ago
With the COVID-19 situation as it is I was content to allow my investments to ride out the storm. However, a review by Oliver Medina led to a not insubstantial gain for me which in today's circumstances was most pleasing.
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Stacey
10 months ago
Been using Abbey Weath for a number of years now, they will tailor the products to your risk profile, my personal Adviser is Ian J Henderson, and cannot speak highly enough of him, excellent communication, can always get a hold of him, and more often than not, he will contact me if the market is moving, and provide good solid advice.
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Rodolfo
11 months ago
I was born in the UK and my husband in Sweden. We met and married in Canada, living there for many years with our growing family. On retirement, we finally chose Abbey Wealth as our financial advisers. Both Ben Noifeld & Rachel Shearwood have been extremely helpful and have shown a maximum of patience as we looked at the various options open to us before deciding to go with Abbey Wealth.
We noted that when selling shares, Ben held on to them until after the annual dividends had been paid.
We are very satisfied with their excellent service and have no hesitation in recommending Abbey Wealth to other prospective clients. Ann & Bo Olson
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Tanner
1 year ago
I would like to thank Mr.Craig Allanson and Ms. Stephanie Clapp for helping me with transferring my BBC pension pot into a pension fund in Malta.I can recommend them to absolutely everybody.
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Betsy
1 year ago
As an ex-pat currently living in Greece, I wanted to invest with a company with extensive links to the UK. I had a number of exploratory conversations with Ben Noifeld who was extremely patient and thorough. I felt from the very beginning that Ben was looking to support me, and find the best possible investment options for me given my unique circumstances. During our quarterly updates, he encourages me to discuss my concerns and plans for the future so that he is well prepared for possible changes in my needs. He is also very resourceful and has been able to refer me to other institutions for advice on matters outside the scope of his work. As well as been highly professional, both Ben and Rachel Shearwood have been a pleasure to deal with and I have no hesitation in recommending them to anyone looking to make the best use of their savings.
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Stefanie
1 year ago
I found Abbey Wealth to be a very professional company, by giving a first rate, no nonsense service. After a assessment of my requirements Matthew Turner was able advise and recommend a investment for me giving me all the information without any pressure whatsoever. I would recommend Abbey Wealth to Anyone thinking of investing.
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Lindsay
1 year ago
Good service, professional, punctual, pertinent. I've had two excellent advisors (Simon Baker and Glenn Barker.) Very satisfied with their competence, but particularly in their ability to listen and adapt the options available to my personal needs.
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Antonio
1 year ago
I having been using Abbey Wealth, as my financial advisers, for nearly a year now.
I worked within the financial services industry for over 35 years, so the industry is not new to me but in the fast changing environment it is essential to be aware of the opportunities and potential areas of concern. I have total confidence in all the staff I have had dealings with at Abbey Wealth and would not hesitate in recommending Abbey Wealth.
Make an exploratory call to them and discover the services they can provide.
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Paige
1 year 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)
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Holli
1 year 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
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Orlando
1 year ago
Jason Swan has always proved to be most helpful and setting up and the running of the investment.
We look forwards to our future relationship
Please pass on our thanks and recognition to him and others in his office
Sent on behalf of Gary Smith a great full client
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Araceli
1 year ago
I have felt safe and well looked after with my first ever experience in wealth creation with Matthew and his team at Abbey Wealth. It is difficult navigating through, what is for me, uncharted territory. Thanks so much Abbey Wealth.
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Jarvis
1 year ago
Our new Financial Adviser, Matthew Turner, listens to our views and concerns, takes these into account before advising us, sends us articles and explanations pertinent to our situation and has improved our portfolio. The fact that our portfolio is small makes no difference to him; he is keen to work on our behalf for a positive outcome.
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Kristian
1 year ago
I have had excellent service from both Ian McKay and his PA Hayley, Henry Kent who now manages my portfolio has been really professional and friendly in all aspects of advise and has given regular updates, appointments are made and kept. I would not hesitate in recommending Abbey Wealth to any one who is looking for a company to over see there future finances.
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Angie
1 year ago
Our Abbey Wealth advisor, Matthew Turner, has been extremely helpful in advising us, from the first phonecall to the present day, in answering all our questions and advising us on what would be most suitable to meet our requirements regarding an investment with Prudential, which we have now completed with Matthew's guidance.
We would certainly recommend Matthew and Abbey Wealth to others, wishing to make an investment.
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Warren
1 year ago
I transferred a dormant occupational pension into a QROPS with Abbey Wealth about eight years ago. In that time it has grown about 23% overall so has kept pace with inflation which was my intent. Iain Henderson has managed this account for the last two years and has done so well, he understands my cautious approach and strives to maintain that. Regular quarterly telephone reviews keep us in touch.
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Aisha
1 year ago
Paul Griffiths is always very helpful and professional I value his experience and opinion towards my investments and pension funds. Highly recommend.
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Josephine
1 year ago
My first advice to anyone is not to get invo!bed in a Pension Fund the reason is that once You have paid money into the fund it is no longer your money it is the money of the Trustees , the Trustees are supposed to by definition represent the interests of THE CUSTOMER but You will find that some at least are a P.O.Box in Gibraltar it wherever with some lady checking the email down the cocktail bar.
This lack of service by Pension Trustees is perfectly exemplified by the fact the do not have in place any system of identifying their customers , when You want anything from them like YOUR money , it is entirely down to YOU to prove who You are , I am sure there is a system in place for them to try and acquire the pension funds of dead people whose family may not have the wherewithal to deal with unhelpful trustees .
There is also the matter of Trustees fees , they charge differing fees , I would advise anyone who has a Trustee in their lives to find out how much they charge and then try and get a better deal from another company . I believe my End Pension Fund was 1% light because of the original Trustee charging 50% more in fees than the next one, changed because the original Trustees provided me with no service a true P.O.Box.
Now Abbey Wealth it must be said that the bad Trustee was appointed by the pre cursor company to Abbey Wealth and no doubt they got commission for fixing me up with an expensive no service Trustee. And they would have been aware that I was with an expensive company maybe the commission is paid annually. Yes the company that manages my Pension fund changed the rules and conditions changed , I am not sure how many times , I am not happy with my Pension Fund flip flopping between companies and rules changing like at PayPal every now and again. I am quite sure it does not benefit me.
Of course when You are dealing with a company that is trying to sell You something you,,, are quite likely to get reasonable service and Abbey Wealth did provide good service with regular phone calls and friendly demeanor , in this regard I don't think they could be bettered.
In particular my last consultant Iain Henderson has been outstanding he is responsible for sorting me out a decent Trustee charging 66% of the original Trustee and handled the realization of my fund , I am sure his presence in the conversation helped in the dealings with the Trustees , previously he provided me with good advice and followed my wishes in a friendly professional manner even when I went to cash , no big hassle for me to get back in. Thank You Iain Henderson.
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Chester
1 year ago
I first replied to the Abbey Wealth website (previously known as Abbey Financial Solutions) some 5 years ago after retiring to the Philippines.
They were conversant with dealing in expat pensions and could offer transferring a UK pension plan to a Qualifying Overseas Pension Scheme, as required by UK HMRC regulations.
I did not have any previous knowledge or experience of investments but after discussing my situation with their Senior Pensions & QROPS Advisor, I decided to go ahead and transfer a pension scheme.
Since that time, Abbey Wealth advisors and in particular Senior Wealth Manager Iain Henderson have kept in touch with me by phone on a regular basis to advise on how my portfolio was performing and provided further advice and recommendations as necessary.
Online access to information on my portfolio is also available to enable regular monitoring of investment status.
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Carol
1 year ago
I have been a client of Abbey for 7 years and have never had occasion to regret my choice. My adviser, Iain J Henderson, has always given me advice which I trust to be honest and impartial. With regular quarterly telephone reviews, for which he makes the international phone call, I feel that my interests are being continuously attended to. Thoroughly recommended!
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Edith
1 year ago
AbbeyWealth has been the company which deals with matters concerning my pension. The services received so far are excellent. Indeed, Mr. Ben Noifeld, my agent, and his senior personal assistant Miss Rachel Shearwood have been highly professional in their way of interacting with me particularly when there was a delay, most often beyond their control, in the deliverables. Summing up, because of high degree of professionalism in wealth management, I recommend without reservations AbbeyWealth to whoever wants his/her wealth appropriately managed.
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