Abbey Wealth Opiniones 964

Abbey Wealth looks after my savings: Of course there are 'ups and downs', and right now, we are experiencing a 'down'. Thanks to my financial adviser, Oliver Medina, I am sure this period will blow over, and my finances will once again, show positive. Oliver is in regular contact, and is available to answer any questions I may have relating to my investment. Although I am not his only customer, I do get the feeling he is able to provide positive solutions to my investment. Thank you Oliver Medina of Abbey Wealth.

I have had my financial affairs with Abbey Wealth for many years.
I am completely satisfied with the service I have received from them. In spite of all the current global problems my funds are holding their own.
In particular, Oliver Medina has been my guide and advisor for the last four years. He has been outstanding in his care of my portfolio and of my individual needs. He keeps in touch regularly and answers all my questions patiently and carefully. He is always available either by phone or email to discuss any problems, which he then resolves kindly and efficiently. So pleased to have such professional and courteous assistance whenever I need it.

Richard Duncan - Advisor.
I have been with Abbey Wealth for 8yrs and have been kept well advised with the status of my portfolio.
Richard Duncan took over my account in the last quarter of 2021. His reviews are clear and detailed and his advise always concise. I am confident going forward that my investments will be well looked after.

I have been with Abbey Wealth for a few years. I have never had cause to complain and have recommended them to friends and family. Ben Noifeld from the Spanish branch is ever efficient and always a pleasure to work with. He and his colleagues are attentive, quick to reply and I have never had to wait for replies to my calls or indeed anything I have needed to do.

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 the future

Since then Ben has been on hand to help and support us every step of the way

Answering questions and navigating us through the current uncertain markets

We have since recommended Ben to close friends and would recommend him to anyone looking to secure their financial future

I transferred my pension portfolio some 2 years ago from SJP and have never looked back. My only regret is having not done it sooner.

Investments have largely outperformed my previous provider by some margin and the communication is superior also. I receive regular contact from my Financial Planner - Matthew Turner and have always found him and his Team efficient and responsive to requests.

I have no hesitation in recommending.

This company takes an undisclosed (7.5%) percentage commission (its 7 of your total pension fund from the pension companies they place it with, who recover that and the setup fees over the life of the contract through the admin fees. This is why there's an early termination fee. You don't see it, but your fund is instantly worth less. Then fixed and variable charges are applied by the funds against your pot. Adding up the bits and pieces, the admin charges on mine amounted to an effective 4.12%. I lost significantly on the investment value, but the high admin charges made it worth taking the extra hit on early termination.
They're unregulated so you will have no recourse, and the fund organisations themselves have no responsibilty for investment choices or performance.
Recommend don't use them, they're just a sales company working on commission.

My advisor is Richard Duncan.
He gives me excellent, professional and knowledgeable advice. Reliable and easy to communicate with he makes the difficult task of managing my portfolio a straightforward task.
A pleasure to do business with.

Good service.
Trustworthy dealings.
Worth value
Highly recommended

I have been delighted with the always professional, informative and helpful advice that has been given by my advisor - Matthew Turner. Right from our first contact Matt has guided me through the entire process. He is always available to answer my queries, providing easy to understand explanations and has been flexible in his approach & has tailored an investment product that has proven to be just right for my personal circumstances. I am very satisfied with the service that has been provided by both Matt & his very capable support team.

Simon Baker of Abbey Wealth has provided us with an excellent service. He is extremely professional and has given us some excellent advice with respect to an appropriate investment strategy for our savings which to date has given an excellent return.
We would higly recommend him to anyone looking for investment options and general financial advice/retirement planning.

Richard's investment advice and strategy has delivered results slightly above expectations, which is incredible considering there is a global pandemic and unpredictability in the markets. When we hold our regular review meetings by phone, he is always happy walk me throught the graphs and data tables as many time as is necessary for me to absorb the important information. He never makes me feel like those meetings are a chore, or that he is in a rush to get on to his next appointment.

Richard Duncan, our advisor has taken our portfolio over, reviewed it, recommended adjustments, taken our current and long term risk profile into account and implemented our agreed changes smoothly and successfully.
We have regular quarterly catchups which last as long as we want them too. The catchups themselves are done by a phone call at agreed date/time to suit ourselves regardless of where we are in the world.
Richard makes us feel comfortable with our long term goals and never pushes any products which may be more suitable for himself/abbey wealth over our own goals.
I would highly recommend his experiance and knowledge in global markets to build your global portfolio if this is what you are looking to achieve.

I have been a very happy and satisfied customer of Abbey Wealth since 2019. I really value the professional and personalised service they provide. When my husband and I retired we knew exactly what we wanted to achieve in our retirement and we were delighted to find this company for they and their advisors take the time to find out what their customers’ hopes and needs are. Our advisor, Matthew Turner, has guided us every step of the way giving us advice which has enabled us to fulfil our dreams despite the constraints of the recent pandemic. Indeed his guidance enabled us to steer through those difficult Covid times with positive outcomes and it was always given to us with sensitivity and warmth. This really is a company with a smile and I recommend it without hesitation.

I've been with Abbey Wealth for four years now and have always been impressed and completely satisfied with the professional, friendly and competent manner of the advisors I've spoken to, namely Craig Allanson and now Robert Moore and equally with their assistants. I chose Abbey Wealth as a result of my own research, but with no other recommendations, so I'm very happy to say, that I feel that my finances are in good hands. There are regular contact calls and valuation updates and there is always an opportunity to talk to them if one feels the need.

I am a strong believer in levelling criticism when it is due but also praise when it is deserved. My opinion of Abbey Wealth advice & performance in the past has been poor but since Matthew Turner came on the scene approximately twelve months ago both have taken a massive upturn. Following a lengthy discussion I completed a new risk assessment and followed his advice regarding changes to the fund. I have found the quarterly reviews with Matthew to be inciteful, much more focused and productive. I just hope for Abbey Wealth´s sake that he remains in post for a decent length of time.

Robert Moore always keeps in touch and on time is also polite and helpful

Richard Duncan took over our portfolio earlier this year and has turned it around dramatically. Whilst Richard is very technical in his approach and research, he is very personable and engaging in his delivery. His strategies, and he has quite a few, are tailored to suit the individual needs of the client. In our opinion, he is very much an advisor who can deliver "what it says on the tin".

The recent service I have received from Abbey Wealth has been extremely poor. Firstly, they promise to do admin type things an then do not carry them out - repeatedly. Then they have unilaterally decided to provide "services" that I have not asked for, do not want, and which are totally spurious. For this increased "service", which mostly consists of providing reams of charts, tables and other automatically generated buff, they are going to charge fees of 0.5 % of my portfolio. All this done without my authorisation or approval and sneaked through on the QT.
To say that I am appalled would be an understatement.

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 certainly killed off any foolish notions of ever working again!
Impressive.