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Consulta las opiniones de los clientes

Valorada con 1 estrellas sobre 5

AWM are an appalling company. They do not keep appointments, they don't return calls. They have taken huge fees for giving no service whatsoever. Now, they have effectively blocked me from my own p... Ver más

Valorada con 5 estrellas sobre 5

I have been working with Mark Smith at Abbey Wealth since September 2022 as I tried to move my various pension pots into 1 manageable place. My funds aren't the largest but at every step he has been v... Ver más

La empresa ha respondido

Valorada con 5 estrellas sobre 5

Richard Duncan has been a most outstanding wealth manager. 6 months ago, his new regime totally overhauled my portfolio. He has already made me over 10% profits in this short time, which has... Ver más

La empresa ha respondido

Valorada con 5 estrellas sobre 5

Ever since our first contact with Ben, his service has been second to none. From our first chat, he took into consideration our current situation, our fears and where we would like to be in t... Ver más

La empresa ha respondido

Información sobre la empresa

  1. Servicio de inversión
  2. Fondo de pensiones

Información proporcionada por diversas fuentes externas

Expert financial advice for expatriates, helping you make the most of your money - whatever your wealth status or life stage.


Información de contacto

2,6

Malo

TrustScore: 2.5 sobre 5

964 opiniones

5 estrellas
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1 estrella

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Valorada con 5 estrellas sobre 5

Dean Kirwan

Just like to leave a small comment regarding my dealings with Dean Kirwan.
Each time I have requested help and information by phone or email regarding my pension, he has been on the ball straight away and dealt with any queries without me having to chase.
James McIntosh.

22 de noviembre de 2022
Opinión espontánea
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Respuesta de Abbey Wealth

Thank you for your feedback on our service. Your review and comments are really appreciated and we look forward to continuing to work with you.
Kind regards,
Matthew Turner and Dean Kirwan

Valorada con 5 estrellas sobre 5

Abbey Wealth have been consistently…

Abbey Wealth have been consistently good at handling my portfolio. Dean has been particularly helpful sorting out any questions I may have and replying to my emails promptly and efficiently. He is very patient and gets to the bottom of any query. I highly recommend him.

21 de noviembre de 2022
Opinión espontánea
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Respuesta de Abbey Wealth

Thank you for your feedback on our service and for being a client since 2020. Your review and comments are really appreciated and we look forward to continuing to work with you.
Kind regards,
Matthew Turner and Dean Kirwan

Valorada con 5 estrellas sobre 5

Abbey Wealth provide a fantastic…

Abbey Wealth provide a fantastic service with terrific customer support. Especially Josh Johal and Matthew Turner.

14 de noviembre de 2022
Opinión espontánea
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Respuesta de Abbey Wealth

Thank you for your feedback on our service and for being a client since 2013. Your review and comments are really appreciated and we look forward to continuing to work with you.
Kind regards,
Matthew Turner and Josh Johal

Valorada con 5 estrellas sobre 5

Over a number of years abroad

Over a number of years abroad, we have continued to receive excellent, balanced and pragmatic advice particular to our individual circumstances from Liam Speake. Highly recommended.

4 de noviembre de 2022
Opinión espontánea
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Respuesta de Abbey Wealth

Thank you for being a client for over a decade, we are glad that you are pleased with the service. Your feedback and review are really appreciated.
Kind regards,
Liam Speake

Valorada con 5 estrellas sobre 5

Great Service from Abbey Wealth

I would just like to acknowledge the continued great service received from Abbey Wealth and especially Oliver Medina. From the moment i moved my pension and settled in Norway i have felt comfortable with the direction and advice. Updates are frequent and Oliver is always on hand to answer queries (especially at these turbulent times:) Direct sessions with fund managers are also a big bous.

8 de septiembre de 2022
Opinión espontánea
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Respuesta de Abbey Wealth

Thank you for taking your time to give a review and for being a client since 2019 (turbulent times indeed). I'm glad you are pleased with the service and I look forward to continuing to work together.
Kind regards,
Oliver Medina

Valorada con 5 estrellas sobre 5

Abbey Wealth bring integrity to the advisory world

Ian Boden was instrumental in providing sound and insightful financial advice while going through a couple of life changing events.

1 de octubre de 2021
Opinión espontánea
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Respuesta de Abbey Wealth

Thank you for taking your time to review our service. Your excellent feedback is really appreciated and I'm glad you have been pleased with the advice. I look forward to continuing to work with you.
Kind regards,
Ian Boden

Valorada con 5 estrellas sobre 5

Service

I have been a customer of Abbey wealth for more than 12 years . Our advisor is Mr Oliver Medina a very personable and cheery person he clearly explains all items of our dealings and makes concise reasons for all transactions I am very pleased with the service.

25 de agosto de 2022
Opinión espontánea
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Respuesta de Abbey Wealth

Thank you for being a long-standing client and for taking your time to give a review. I'm glad you are pleased with the service and I look forward to continuing to work together.
Kind regards,
Oliver Medina

Valorada con 5 estrellas sobre 5

Prompt and highly knowledgeable le service…

Prompt and highly knowledgeable service that is totally committed and professional.

31 de agosto de 2022
Opinión espontánea
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Respuesta de Abbey Wealth

Thank you for being a client since 2010, we are glad that you are pleased with the service. Your feedback is really appreciated and I look forward to continuing to work with you.
Kind regards,
Remy Hart

Valorada con 5 estrellas sobre 5

Solid and reassuring

I have been a client with Abbey Wealth for some time now and have always felt well looked after, given honest input into investments options, and more recently, very pragmatic and reassuring support from the team, and especially Richard Duncan. Keep up the good work, folks.

28 de agosto de 2022
Opinión espontánea
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Respuesta de Abbey Wealth

Thank you for taking your time to review our service. Your excellent feedback is really appreciated and I'm glad you have been pleased with the support from the team. We look forward to continuing to work with you.
Kind regards,
Richard Duncan

Valorada con 5 estrellas sobre 5

My recent telephone review with Oliver…

My recent telephone review with Oliver Medina was as usual very helpful and constructive in deciding the the next short term actions with my portfolio and ensuring that my longer term objectives continue to be met. Abbey Wealth and Oliver have over many years managed my portfolio and been very punctual with review phone calls and answering any questions I have.

23 de agosto de 2022
Opinión espontánea
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Respuesta de Abbey Wealth

Thank you for being a client since 2011 and for taking your time to give a review. I'm glad you find the service constructive and I look forward to continuing to work together.
Kind regards,
Oliver Medina

Valorada con 5 estrellas sobre 5

A good experience with Abbey Wealth.

In my time investing with Abbey Wealth I have had excellent service. I have a small, low risk portfolio which has nevertheless increased pleasingly over the years. I was obliged to withdraw regularly at a time of necessary expenditure, which was disappointing, but the remainder of my investments continued positively until the closure of one, due to the recent extreme circumstances. Throughout I have been carefully advised, firstly by Ben Noifeld, and lately by Oliver Medina who has steered my investments through a difficult patch, keeping me constantly updated with e-mails and personal three monthly telephone reviews. I am not particularly knowledgeable in the area of investment. I have been very satisfied, and am confident in the advice I have received.

22 de agosto de 2022
Opinión espontánea
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Respuesta de Abbey Wealth

Thank you for being a client since 2017 and for taking your time to review our service. I'm glad you are very satisfied with the advice and I look forward to continuing to work together.
Kind regards,
Oliver Medina

Valorada con 5 estrellas sobre 5

Trustworthy and family friendly company

Trustworthy and family friendly company

Having been with this company for a few years , they have been helpful and giving me good advice on all my investments, and have a very good Investment manager with Mr Christian Holbrook he is always checking that your Investments are doing well and keeping you up to date on any new investments for you to look at, Abbey Wealth are lucky to have a top class Wealth manager in their team.with Christian Holbrook.

20 de agosto de 2022
Opinión espontánea
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Respuesta de Abbey Wealth

Thank you for your review and for being a client since 2012. I'm glad you are happy with the service and I look forward to continuing to work together.
Kind regards,
Christian Holbrook

Valorada con 5 estrellas sobre 5

A long-term relationship which has stood the test of time.

We have been with Abbey Life for many years now. Oliver Medina has always understood our problems and found us solutions. His advice has been second to none and it is thanks to him that we are now reaping the rewards of good sound financial advice. He has a clear understanding of a client's needs and problems and can offer good advice on how to resolve them. He always does what he says he will do and never has to be chased for anything.
I would have no hesitation in recommending him to anyone thinking of using Abbey Wealth.

18 de agosto de 2022
Opinión espontánea
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Respuesta de Abbey Wealth

Thank you for being a client since 2011 and for taking your time to review our service. I'm glad you are happy with the advice and I look forward to continuing to work together.
Kind regards,
Oliver Medina

Valorada con 5 estrellas sobre 5

Portfolio Review

We have just reviewed our portfolios with Abbey Wealth. We were both delighted to learn that, despite the economic situation in the world, from the end of June to date both portfolios have performed positively, Thanks to the proactive approach taken by Mark Smith and Sadie Webb. We would have no hesitation in recommending their services to potential clients.

17 de agosto de 2022
Opinión espontánea
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Respuesta de Abbey Wealth

Thank you for the recommendation and review. We are glad that you are delighted with the performance and look forward to continuing to work with you both.
Kind regards,
Mark Smith and Sadie Webb

Valorada con 5 estrellas sobre 5

Top service

I am extremely happy with the service provided by my Abbey Wealth advisor Oliver Medina. He has provided clear and effective advice on opening new funds and refining existing pension strategies. He always takes time to talk through the options on the phone and keeps in contact regularly, far more frequently than my previous advisor. Highly recommended.

17 de agosto de 2022
Opinión espontánea
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Respuesta de Abbey Wealth

Thank you for giving me the opportunity to work together and for your review. I'm glad you are pleased with the service and advice so far.
Kind regards,
Oliver Medina

Valorada con 5 estrellas sobre 5

Excellent service!

Excellent service!
I needed cash for my child's school fee and impressed by the fast and safe transfer.
Well done, Oliver and the team!

17 de agosto de 2022
Opinión espontánea
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Respuesta de Abbey Wealth

Thank you for being a client since 2013 and for taking your time to review our service. I'm glad the transfer went smoothly and I look forward to continuing to work together.
Kind regards,
Oliver Medina

Valorada con 5 estrellas sobre 5

A view from Thailand

My account adviser is Ian Boden I am so impressed by the attention he brings to the care of my small portfolio of funds. He responds to email often within the hour of transmission, and during our quarterly updates he takes great care to explain fully the state of play of the markets I am invested in, I would highly recommend Ian to any other investor I may know.

13 de agosto de 2022
Opinión espontánea
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Respuesta de Abbey Wealth

Thank you for taking your time to review our service and your recommendation. I really appreciate your feedback and look forward to continuing to work with you.
Kind regards,
Ian Boden

Valorada con 5 estrellas sobre 5

Great Advice

I ‘cashed-in’ my work pension in 2017 and asked Abbey Wealth to invest this money for me.

I have found the investment guidance and advice exceptionally good, particularly in this recent, and very challenging, environment. I have found the Webinars excellent, and Abbey Wealth always host very informative and knowledgeable guest speakers. I have regular scheduled conversations regarding my portfolio with My Senior Investment Adviser, Oliver Medina. However, when I feel the need for additional advice, he is always readily available to talk on the phone (as I live in Portugal) which I really do appreciate.

12 de agosto de 2022
Opinión espontánea
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Respuesta de Abbey Wealth

Thank you for being a client since 2017 and for taking your time to review our service. I really appreciate your comments and look forward to continuing to work together.
Kind regards,
Oliver Medina

Valorada con 5 estrellas sobre 5

Our advisor, Oliver Medina is always responsive to our needs.

We get regular quarterly calls from our advisor, Oliver Medina, who has always been helpful and responsive to our needs.
We have been happy with the overall advice and administration provided.

11 de agosto de 2022
Opinión espontánea
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Respuesta de Abbey Wealth

Thank you for being a client since 2013 and for taking your time to review our service. I really appreciate your comments and look forward to continuing to work together.
Kind regards,
Oliver Medina

Valorada con 5 estrellas sobre 5

Retirement can be a scary place!

Retirement can be a scary place - or so I thought until someone recommended Ben NOIFELD at Abbey Wealth to me. And thank goodness as he has been amazing!
I moved to France 12 years ago and I had no idea what to do with my various private pensions in the UK. I tried to "manage" them myself but felt I was hitting a brickwall every time. I didnt know who to listen to or who to trust. I contacted Ben and gave him all the information he asked for and within no time at all he came back to me with a tailor-made plan. He could tell I was risk averse and the plan he gave me has proven, even through these difficult times, to be the right one for me. He contacts me regularly with updates on my investments and spends time listening to any of my other expat retirement concerns I may have at the time and offers advice and solutions even on matters outwith the services of Abbey Wealth, pointing me in the right direction via a link or phone number and contact.
Ben is very professional, responsive, knowledgeable and honest. He will explain everything in layman's terms (ideal for me) and will answer any and all your questions at any time. I can now relax and enjoy my retirement in the knowledge that my pension funds are in safe hands until I need them.
I highly recommend him and his team at Abbey Wealth to anyone looking for the best solution in their retirement.

10 de agosto de 2022
Opinión espontánea
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Respuesta de Abbey Wealth

Thank you for your comprehensive review of the service, I'm so pleased that I am helping you to relax and enjoy your retirement. Your recommendations and comments are really appreciated.
Kind regards,
Ben Noifeld

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