Careers At Abbey Wealth

Team

Richard Duncan

Financial Planner Richard joined Abbey Wealth in September 2019 after spending 11 years with two Chartered IFA firms based in the North West of England. His qualifications include a Diploma in Regulated Financial Planning issued by the Chartered Insurance Institute (CII) in the UK. Richard focuses on providing highly regulated, tax-efficient investment solutions for expatriate …

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Remy Hart

Financial Planner Remy is an experienced Investment and Pension Advisor who has been with Abbey Wealth since 2018. He is extremely efficient in portfolio management, investment solutions and wealth structuring specialising predominantly within the EU. Remy holds a Professional Diploma in Financial Advice (QFA) through LIA Ireland, his main focus at Abbey Wealth is to …

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Nick Wood

Client Services Nick moved to Spain in May 2017 and joined Abbey Wealth in April 2023. His role in client services is to be the first point of contact and to get an understanding of the clients current situation to see if Abbey Wealth will be able to assist. Is his spare time Nick is …

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Katie Henrys

Compliance Analyst Katie moved to Spain in 2017, joining Abbey Wealth in 2021. Her background is in administration and customer services mainly in financial services. Outside of work, Katie enjoys walks with her dog, reading and enjoying the Spanish culture. Contact

Karen Forbes

Administration Team Karen joined the company in December 2011 after spending almost 11 years working in the USA. Her initial duties at Abbey Wealth were as a Personal Assistant to a Senior Pensions Adviser.  Most recently she has joined the Administration Team preparing and monitoring internal records. She has been living and working in Spain …

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Josh Johal

Paraplanner Following university Josh began working within the motor industry in the UK. He moved to Marbella in August 2020, starting his career within the financial services industry as a Business Development Manager. Josh joined Abbey Wealth in April 2022 as a Paraplanner, where using his sales and business development skills he creates a personal …

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Jade Wilson

Compliance Analyst Jade has lived in Spain for 4 years, joining Abbey Wealth in 2020. Prior to this her career has been driven in administration roles within the financial services industry, in Spain as well as her home county Surrey. Jade thrives within a busy work environment, with the ability to prioritise workloads while also …

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