Careers At Abbey Wealth

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

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

5/5

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

Testimonials

Mark Smith
Mark Smith
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As a long-term resident of France and with a handful of modest UK pension plans/schemes, I was having trouble obtaining sound advice. One company wasn't interested as I wasn't looking to invest (only draw income); another UK-based firm I suspected might not act in my best interests and/or might not have post-Brexit authorisation for the EU. Mark Smith at Abbey Wealth (based in Spain/Ireland and fully qualified) was recommended by a colleague and stepped into the breach. Two hour-long Teams sessions later (either side of obtaining my scheme details), I am much better informed and have a clear plan of action -- even though in my case that involves no commission for AW. There was a delay of a few weeks over the summer: one person I was dealing with left the company, and I had to persevere a bit to pin down a follow-up session, but the quality and detail of the advice made up for that.
Rachel Wilkinson
Rachel Wilkinson
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My experience to date over the last 5 years has been exceptional. My current advisor, Christian Holbrook, is extremely professional and approachable. There's no jargon, just easy to follow advice and guidance. I'm delighted with the service and would strongly recommend Abbey.
Mrs Elizabeth French
Mrs Elizabeth French
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I first encountered Abbey Wealth (formerly known as Abbey Financial Services) in the early 2000's when I was actively contemplating retirement from my company and prior to purchasing a property in France. I am pleased to say that I was, and continue to be very satisfied with the service which I have received from Abbey, particularly when preparing for retirement and living permanently abroad. Remy Hart has been my financial advisor at Abbey since May 2022 and my wife and I have been particularly impressed with his measured advice in tailoring our financial requirements to our retirement needs and with his efficiency in dealing with our questions regarding his recommendations. Overall, we have no hesitation in recommending Abbey Wealth to anyone seeking investment advice which provides essential financial security and peace of mind in retirement. David & Liz French, Gers, France
Boris Booroff
Boris Booroff
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I have been with Abbey Wealth for many many years now and have always experienced 5 Star V.I.P. service. I have just completed a transaction with my Pension and the Service Level was just fantastic. I would highly recommend anyone thinking of a Financial Service look no further than Abbey Wealth.
David Benbow
David Benbow
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I have entrusted Abbey Wealth over the last 10 years + with my pension pot and investments and have been pleased with advice and direction the monies have been handled . Remy Hart ,the Financial Planner currently my personal adviser has been helpful and sympathetic with my requirements . Ever helpful and knowledgeable !
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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

Talk to one of our financial planners for a no-obligation and no charge financial planning consultation

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