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
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Consulta las opiniones de los clientes
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
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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
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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
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Información sobre la empresa
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
Centro Plaza, Avenida Manolete 1, Minitienda 4,, 29660, Nueva Andalucia, España
- 0034 952 887 270
- enquiry@abbeywealth.com
- www.abbeywealth.com
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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.

Respuesta de Abbey Wealth
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.

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

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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.

Respuesta de Abbey Wealth
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.

Respuesta de Abbey Wealth
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.

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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.

Respuesta de Abbey Wealth
Prompt and highly knowledgeable le service…
Prompt and highly knowledgeable service that is totally committed and professional.

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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.

Respuesta de Abbey Wealth
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.

Respuesta de Abbey Wealth
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.

Respuesta de Abbey Wealth
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.

Respuesta de Abbey Wealth
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.

Respuesta de Abbey Wealth
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.

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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.

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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!

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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.

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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.

Respuesta de Abbey Wealth
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.

Respuesta de Abbey Wealth
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.

Respuesta de Abbey Wealth
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