Dedicated to maximising the retirement income & investments of families and professionals who live and work overseas.
Who We Help
At Abbey Wealth, you’re the individual at the center of everything we do whatever your age, your personal wealth status or your own financial knowledge.
Professionals Working Abroad
Whether you travel internationally for work or have established a career abroad, we understand that you have a core requirement to make your money work as hard as you do.
Retirees
If you have already retired abroad or are planning to, protecting your income-generating savings, investments and pensions is key to ensuring a happy retirement.
Business Owners
Building, investing or buying into a business abroad requires determination and courage, and you deserve to be rewarded financially for your commitment.
Families
Expatriate families face many financial challenges from funding education to paying for medical insurance. We help you make the most of your expatriate benefits, identifying tax-efficient opportunities, generational and succession planning to help you make the most of your time abroad and ensure financial stability for your family.
Soon-To-Be-Expats
You don’t need to wait until you’re already an expat. In fact, there can be great advantages in speaking to our team for specialist advice before you make the move, to ensure your investments, pensions and life policies can work for you in your new location and offer the flexibility to meet your long-term needs whether at home or abroad.
Returning Expats
Returning ‘home’ after living abroad can be an exciting yet challenging experience. Abbey Wealth understands the unique financial considerations that returning expats face – whether that is managing your investments, understanding tax implications, or adjusting your retirement plans.
Why Abbey Wealth.
Excellent
Rating on TrustPilot
Over 3000
Satisfied Clients
50 Countries
Currently Covered
£650m
of savings and investment under advice and administration
Fully Regulated
to the highest of standards
What We Do
Maximise your pension
You can’t depend on an employer or government to meet your retirement needs and you value the portability and flexibility of a pension that can move around the world with you. We focus on achieving your pension goals, ensuring your pension can move with you and maximise the income you can enjoy at retirement.
Maximise your Investments
As a non-resident, the financial landscape opens up for you considerably. You have an increased choice of how and where to invest your money – either through regular savings or lump sum investments. And for many expats there are massive tax advantages to saving and investing that could benefit you greatly.
Maximise your Future
Expats who are living and working abroad often find that they are able to save more than when they lived at home. If you are an expat who is still working and would like to start saving some of those earnings, our team can help create a bespoke savings plan to help get the most return on your investment.
Our Commitments
Cost And Charges
Abbey Wealth is a genuine fee-based business offering clarity, value and simplicity. We want you to be sure we’re right for you, and so our initial consultation is at no cost and with no obligation. All costs are clearly communicated and our fee structure ensures our impartiality at all times and eliminates conflict of interest. Above all, we deliver value, through our client-focussed experience.
Our Awards
Abbey Wealth provides unparalleled personal wealth management and investment advice to expatriate clients living globally. Recognition from International Investment judges and readers for advisory excellence and client service is a testament to our work ethic and professional values. Our commitment to high-quality service is rewarded with continual positive feedback from our clients.
Our Regulatory Oversight
Abbey Wealth is the only expat adviser, directly and exclusively regulated by the Central Bank of Ireland. This gives clients peace of mind that our systems, processes and quality of advice are under regular scrutiny. And should they encounter problems, clients have an English-speaking regulator, Ombudsman and an investor compensation scheme to help resolve their issues.
How We Help
- Regulated, advice providing security, safety, peace of mind
- Transparent fees and charges with zero hidden fees
- Providing expert financial planning and investment management solutions from blue chip fund houses, aligning your investments to your risk rating
- Regulated, qualified and experienced financial planners providing pension and investment advice
We are a forward-thinking and innovative people business, delivering high quality and personalized services, developing relationships spanning generations that help clients achieve more with their money.
Our trusted financial planning advice removes the stress and worry about your future to offer peace of mind and financial well-being.
Our Partners
Personal Testimonials
Good communication and Performance
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.
George Clark
August 05, 2022
Testimonials
Achieve your financial goals in 4 easy steps
Assess
We thoroughly assess our clients’ financial situation, goals, and risk tolerance. By understanding their unique circumstances, we create a comprehensive plan tailored to their needs.
Strategise
We develop a customized plan that maximizes growth, minimizes risks, and optimizes returns. Our team leverages their expertise to create an effective strategy aligned with market trends and regulatory frameworks
Action
We take decisive steps to implement the financial plan, executing transactions, establishing accounts, and ensuring compliance. Our network of partners and cutting-edge tools facilitate efficient execution.
Review & Optimize
We regularly review and optimize portfolios to align with changing market conditions. Through ongoing monitoring and periodic reviews, we adjust the plan and identify growth opportunities.
Abbey Wealth Guides & Resources for Expatriates
Your Introduction to Abbey Wealth
A Guide To Long-Term Investing
Budget 2017 Pension Changes
A Guide to Inheritance Tax
Understanding Your Expat Pensions Options
