Careers At Abbey Wealth

Abbey Wealth,
here to help you make the most of your
money

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

About Us

Abbey Wealth was established in 2007 by leaders in the Financial Services Industry who wanted to make sure expats got the very best support and advice. We aim to provide ‘The best service, the best value and the best information’, to help our clients make smarter decisions and more profitable returns. Our Dedicated team of Wealth Managers guarantee continuity of service wherever you are in the world. The service we offer is independent – we work exclusively on behalf of you, our valued client.

Meet Victor our CEO

Watch to hear from Victor France, CEO of Abbey Wealth. Here Victor outlines his experience, his passion for finance innovation within the expat community and commitment to customer satisfaction and wealth management for all Abbey Wealth customers.

How We Help

Wealth Management Planning

Clients are at the forefront of everything we do. As our valued client, you will have a dedicated adviser who will work with you to build a complete picture of your financial position today, and where you want to be in the future. It is our promise to deliver a clear financial path to achieving wealth advancement and financial security, that enable you to protect and grow your wealth.

Wealth Management for Life

Central to our comprehensive planning is our regular financial reviews which all clients benefit from for life. Here, we review your wealth plan taking into consideration economic news, new market solutions, and changes to your personal status or objectives; and if necessary recommend adjustments to your portfolio. Your financial position and goals change, at Abbey Wealth, we will ensure your ever changing plans are always nurtured. 

Wealth Advice You Can Trust

Our aim is to provide clients with first class transparent regulated financial advice. For clients in the EU, AFS Wealth Management & Insurance Advisers Limited is regulated by the Central Bank of Ireland, Licence C143069, operates a branch in Spain under freedom of establishment and also advises clients in other EU countries under our freedom of services. In Switzerland AWM Advisers S.A. is a fully regulated adviser, regulated under Swiss law by Polyreg, an appointed SRO recognised by FINMA. Our membership is a reference for AML standards in Switzerland. Regulated advice ensures we are always working with our clients interests in mind.

Our Mission & Values
AMUS

AMPLIFY

We are evangelical, and high performing in all our actions. We are proud of our business and take our professional responsibilities seriously.

MULTIPLY

We are ambitious for growth and seek partnerships and collaborations with like-minded corporates and individuals, to meet our clients’ needs.

UNIFY

Irrespective of our location, we provide an Abbey Wealth service and adhere to the Abbey Wealth culture.

SIMPLIFY

We are collaborative and straight forward, engaging intelligently with clients, colleagues with professional partners.

Your Abbey Wealth Senior Management Team

Our team of trained financial advisers are highly qualified with extensive international advisory experience. They are committed to developing an individual client to adviser relationship that allows them to provide highly personalised services based on our clients financial goals and life plans.

Victor France

Group Chief Executive

Phill Pennick

Head of Marketing

Carol Dailly

Head of Administration

Brian Keegan

Chief Financial Officer

Iwan Thomas

Head of Retail Sales

John Cairnduff

Head of Compliance AWM

Ian Boden

Financial Planner

Christian Holbrook

Financial Planner

Nicola Haxby

BUSINESS ADMINISTRATOR

Glenn Barker

Financial Planner

Lisette Hewin

Client services / Financial Intern

Karen Forbes

Administration Team

Elizabeth Volckovs

Paraplanner

Sadie Webb

Financial Planner

Remy Hart

Financial Planner

Richard Duncan

Financial Planner

Emmanuel Maruta

Paraplanner

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.

Contact Us

Financial Planning can help you reach your financial and life goals quicker. Get in touch with our friendly advisers for tailored advice specific to your situation.

Or reach out via telephone on text

Email Us

enquire@abbeywealth.com

EU Head Office

+353 154 148 10

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Talk to an adviser

You can reach us directly by calling us between the hours of 8am and 6pm CET and we will immediately assist you.

You will be asked a few simple questions about what you are looking for and your current situation before

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+34 952 887 270

8:00am – 5:00pm CET

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